+308.2%
MRVL vs AA
+89.1%
+219.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | -0.7% |
| 7D | +7.1% | +1.7% | +5.5% | +6.2% |
| 30D | +3.1% | +3.3% | -0.3% | +1.2% |
| 3M | -21.9% | -29.4% | +7.5% | -10.0% |
| 6M | +151.8% | -12.8% | +164.7% | +166.6% |
| YTD | +165.6% | -2.1% | +167.8% | +164.2% |
| 1Y | +242.3% | +62.8% | +179.5% | +168.9% |
| 3Y | +308.2% | +90.5% | +217.7% | +185.0% |
| All | +308.2% | +89.1% | +219.0% | +185.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling