+1,847.4%
MRVL vs AA
+123.1%
+1,724.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.8% | +1.4% | -1.9% |
| 7D | +8.7% | -5.4% | +14.1% | +10.5% |
| 30D | +6.9% | -10.7% | +17.6% | +10.7% |
| 3M | -10.1% | -26.2% | +16.0% | -1.3% |
| 6M | +143.4% | -20.9% | +164.4% | +161.7% |
| YTD | +167.5% | -8.6% | +176.1% | +172.7% |
| 1Y | +239.0% | +57.4% | +181.6% | +189.3% |
| 3Y | +311.0% | +77.8% | +233.2% | +227.8% |
| 5Y | +278.0% | +2.7% | +275.3% | +235.2% |
| All | +1,847.4% | +123.1% | +1,724.3% | +1,162.6% |
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