+79.4%
MRVL vs XHB
-2.2%
+81.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.7% | -5.4% | -5.1% |
| 7D | +11.0% | -0.2% | +11.2% | +11.2% |
| 30D | -36.1% | +9.9% | -46.0% | -40.9% |
| 3M | -29.4% | -6.3% | -23.1% | -25.9% |
| 6M | -11.9% | +3.8% | -15.7% | -13.9% |
| YTD | +84.8% | +0.1% | +84.6% | +76.6% |
| 1Y | +79.4% | -0.8% | +80.2% | +72.8% |
| All | +79.4% | -2.2% | +81.6% | +72.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling