+118.8%
MRVL vs UNH
-2.6%
+121.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.6% | -5.3% | -4.7% |
| 7D | +11.0% | +3.4% | +7.6% | +10.6% |
| 30D | -36.1% | +3.0% | -39.1% | -36.3% |
| 3M | -29.4% | +2.7% | -32.2% | -29.7% |
| 6M | -11.9% | +2.8% | -14.6% | -12.5% |
| YTD | +84.8% | +25.9% | +58.9% | +76.2% |
| 1Y | +79.4% | +25.8% | +53.6% | +71.0% |
| 3Y | +195.7% | -20.0% | +215.8% | +197.6% |
| All | +118.8% | -2.6% | +121.5% | +74.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling