+1,173.1%
MRVL vs XHB
+237.3%
+935.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.7% | -5.4% | -5.3% |
| 7D | +11.0% | -0.2% | +11.2% | +11.3% |
| 30D | -36.1% | +9.9% | -46.0% | -42.0% |
| 3M | -29.4% | -6.3% | -23.1% | -26.7% |
| 6M | -11.9% | +3.8% | -15.7% | -16.0% |
| YTD | +84.8% | +0.1% | +84.6% | +79.9% |
| 1Y | +79.4% | -0.8% | +80.2% | +76.0% |
| 3Y | +195.7% | +35.6% | +160.1% | +110.6% |
| 5Y | +117.2% | +29.6% | +87.6% | +61.9% |
| All | +1,173.1% | +237.3% | +935.8% | +353.0% |
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