+321.2%
MRVL vs XHB
+24.0%
+297.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.5% | +5.8% | +5.3% |
| 7D | +13.8% | -1.9% | +15.7% | +15.3% |
| 30D | +12.7% | -8.3% | +21.0% | +19.7% |
| 3M | -11.9% | -7.1% | -4.8% | -7.1% |
| 6M | +153.8% | -5.3% | +159.1% | +164.3% |
| YTD | +177.0% | -3.2% | +180.1% | +181.2% |
| 1Y | +252.3% | -13.9% | +266.2% | +286.5% |
| All | +321.2% | +24.0% | +297.1% | +230.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling