+1,925.8%
MRVL vs AEE
+191.1%
+1,734.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.1% | +4.0% |
| 7D | +5.6% | -0.8% | +6.4% | +5.8% |
| 30D | +8.8% | -2.9% | +11.7% | +9.6% |
| 3M | -15.9% | -2.4% | -13.5% | -15.8% |
| 6M | +161.3% | -2.7% | +164.0% | +161.1% |
| YTD | +178.2% | +7.3% | +171.0% | +170.3% |
| 1Y | +255.3% | +7.5% | +247.8% | +244.1% |
| 3Y | +323.1% | +46.2% | +276.9% | +267.5% |
| 5Y | +293.2% | +39.7% | +253.5% | +245.9% |
| All | +1,925.8% | +191.1% | +1,734.7% | +1,410.8% |
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