+1,771.2%
MRVL vs XLV
+739.6%
+1,031.6%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.9% | -2.8% |
| 7D | +8.7% | -4.4% | +13.1% | +13.9% |
| 30D | +6.9% | -1.4% | +8.3% | +8.1% |
| 3M | -10.1% | +8.9% | -19.0% | -20.6% |
| 6M | +143.4% | +9.1% | +134.3% | +113.8% |
| YTD | +167.5% | +7.9% | +159.5% | +137.1% |
| 1Y | +239.0% | +22.7% | +216.2% | +158.1% |
| 3Y | +311.0% | +31.9% | +279.1% | +185.4% |
| 5Y | +278.0% | +34.9% | +243.1% | +163.0% |
| 10Y | +1,883.8% | +173.9% | +1,709.9% | +527.5% |
| All | +1,771.2% | +739.6% | +1,031.6% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 all: compounded portfolio wealth divided by compounded XLV 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…
all analysis · Full analysis span regression · 6 months rolling