-68.0%
MARA vs AEE
+38.5%
-106.6%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -2.9% | -3.7% |
| 7D | -1.5% | -0.7% | -0.8% | -1.2% |
| 30D | +18.1% | -2.0% | +20.0% | +18.7% |
| 3M | -9.4% | -2.8% | -6.6% | -8.9% |
| 6M | +33.4% | -3.6% | +37.0% | +34.4% |
| YTD | +27.3% | +7.3% | +20.0% | +24.0% |
| 1Y | -27.9% | +8.7% | -36.6% | -30.1% |
| 3Y | +4.8% | +46.0% | -41.3% | -8.1% |
| 5Y | -68.0% | +39.8% | -107.8% | -66.0% |
| All | -68.0% | +38.5% | -106.6% | -66.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling