+1,173.1%
MRVL vs AEE
+222.5%
+950.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.1% | -5.8% | -4.9% |
| 7D | +11.0% | +1.7% | +9.3% | +10.6% |
| 30D | -36.1% | +9.7% | -45.8% | -37.7% |
| 3M | -29.4% | +5.9% | -35.4% | -30.5% |
| 6M | -11.9% | +6.7% | -18.6% | -14.1% |
| YTD | +84.8% | +17.4% | +67.4% | +75.2% |
| 1Y | +79.4% | +12.7% | +66.8% | +72.0% |
| 3Y | +195.7% | +68.2% | +127.5% | +146.9% |
| 5Y | +117.2% | +57.3% | +59.9% | +85.1% |
| All | +1,173.1% | +222.5% | +950.6% | +895.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling