+290.9%
MRVL vs XHB
+34.8%
+256.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.5% | +5.8% | +5.7% |
| 7D | +13.8% | -1.9% | +15.7% | +15.8% |
| 30D | +12.7% | -8.3% | +21.0% | +21.9% |
| 3M | -11.9% | -7.1% | -4.8% | -5.9% |
| 6M | +153.8% | -5.3% | +159.1% | +167.0% |
| YTD | +177.0% | -3.2% | +180.1% | +181.0% |
| 1Y | +252.3% | -13.9% | +266.2% | +297.3% |
| 3Y | +325.5% | +24.9% | +300.6% | +196.8% |
| 5Y | +290.9% | +34.5% | +256.4% | +152.5% |
| All | +290.9% | +34.8% | +256.0% | +152.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling