+249.5%
MRVL vs UNH
+33.2%
+216.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.9% | +8.0% | +7.1% |
| 7D | +3.2% | +1.1% | +2.1% | +3.1% |
| 30D | +5.9% | -3.8% | +9.7% | +6.3% |
| 3M | -29.3% | +0.7% | -30.1% | -29.7% |
| 6M | +186.5% | +37.9% | +148.6% | +167.1% |
| YTD | +163.4% | +21.9% | +141.5% | +144.3% |
| 1Y | +249.5% | +31.4% | +218.1% | +240.8% |
| All | +249.5% | +33.2% | +216.3% | +240.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UNH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling