+1,847.4%
MRVL vs XHB
+210.4%
+1,637.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.3% | -1.1% | -1.5% |
| 7D | +8.7% | -5.2% | +13.9% | +13.6% |
| 30D | +6.9% | -12.1% | +19.0% | +19.0% |
| 3M | -10.1% | -6.2% | -3.9% | -5.3% |
| 6M | +143.4% | -6.7% | +150.1% | +158.8% |
| YTD | +167.5% | -5.5% | +172.9% | +177.7% |
| 1Y | +239.0% | -15.6% | +254.6% | +285.3% |
| 3Y | +311.0% | +22.0% | +289.0% | +226.3% |
| 5Y | +278.0% | +31.8% | +246.2% | +184.7% |
| All | +1,847.4% | +210.4% | +1,637.0% | +693.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 10y: compounded portfolio wealth divided by compounded XHB 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…
10y analysis · Full analysis span regression · 6 months rolling