+82.7%
MRVL vs USHY
+1.9%
+80.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.7% | -7.8% | -12.0% |
| 7D | -36.5% | -0.2% | -36.3% | -35.2% |
| 30D | -41.1% | +0.7% | -41.7% | -43.3% |
| 3M | -26.9% | -2.2% | -24.7% | -12.1% |
| 6M | -2.3% | -0.9% | -1.5% | +8.7% |
| YTD | +88.4% | +0.2% | +88.2% | +90.5% |
| 1Y | +82.7% | +1.7% | +81.0% | +60.9% |
| All | +82.7% | +1.9% | +80.9% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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