+19.0%
MARA vs AEE
+46.3%
-27.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.9% | +4.8% |
| 7D | +5.9% | -0.8% | +6.7% | +6.2% |
| 30D | +24.3% | -2.9% | +27.2% | +25.4% |
| 3M | -12.0% | -2.4% | -9.6% | -11.6% |
| 6M | +40.1% | -2.7% | +42.8% | +40.8% |
| YTD | +33.4% | +7.3% | +26.1% | +29.6% |
| 1Y | -23.7% | +7.5% | -31.3% | -25.9% |
| 3Y | +19.0% | +46.2% | -27.2% | -1.0% |
| All | +19.0% | +46.3% | -27.3% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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