+1,293.1%
MRVL vs AA
+48.4%
+1,244.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +2.7% | +6.7% | +8.5% |
| 7D | +5.6% | +1.1% | +4.5% | +5.7% |
| 30D | -36.5% | -1.3% | -35.3% | -36.0% |
| 3M | -20.5% | -23.9% | +3.4% | -12.9% |
| 6M | -1.1% | -36.8% | +35.7% | +15.8% |
| YTD | +99.0% | -22.2% | +121.1% | +114.5% |
| 1Y | +89.3% | +10.4% | +78.9% | +82.5% |
| 3Y | +211.6% | +72.0% | +139.6% | +154.3% |
| 5Y | +134.1% | -15.6% | +149.7% | +123.0% |
| 10Y | +1,293.1% | +47.8% | +1,245.3% | +881.5% |
| All | +1,293.1% | +48.4% | +1,244.7% | +881.5% |
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