+1,192.7%
MRVL vs UNH
+4,881.9%
-3,689.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.6% | -5.3% | -4.8% |
| 7D | +11.0% | +3.4% | +7.6% | +10.0% |
| 30D | -36.1% | +3.0% | -39.1% | -36.6% |
| 3M | -29.4% | +2.7% | -32.2% | -30.2% |
| 6M | -11.9% | +2.8% | -14.6% | -13.4% |
| YTD | +84.8% | +25.9% | +58.9% | +69.0% |
| 1Y | +79.4% | +25.8% | +53.6% | +64.0% |
| 3Y | +195.7% | -20.0% | +215.8% | +192.0% |
| 5Y | +117.2% | -2.8% | +120.0% | +100.3% |
| 10Y | +1,193.7% | +228.7% | +965.0% | +706.8% |
| All | +1,192.7% | +4,881.9% | -3,689.2% | +357.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling