+1,235.6%
MRVL vs AA
+44.7%
+1,190.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.4% | -1.1% | -2.1% |
| 7D | +23.1% | +5.3% | +17.9% | +21.2% |
| 30D | -38.8% | -2.3% | -36.6% | -38.1% |
| 3M | -24.2% | -20.8% | -3.4% | -18.0% |
| 6M | 0.0% | -39.8% | +39.8% | +19.0% |
| YTD | +93.8% | -23.3% | +117.1% | +110.0% |
| 1Y | +84.4% | +1.8% | +82.6% | +82.5% |
| 3Y | +203.6% | +69.5% | +134.1% | +149.0% |
| 5Y | +127.8% | -18.0% | +145.8% | +118.9% |
| All | +1,235.6% | +44.7% | +1,190.9% | +843.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling