+321.2%
MRVL vs AEE
+48.1%
+273.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.2% |
| 7D | +13.8% | +1.1% | +12.8% | +14.0% |
| 30D | +12.7% | 0.0% | +12.7% | +12.7% |
| 3M | -11.9% | -0.9% | -11.0% | -12.2% |
| 6M | +153.8% | -2.4% | +156.2% | +152.4% |
| YTD | +177.0% | +8.6% | +168.3% | +178.5% |
| 1Y | +252.3% | +10.2% | +242.2% | +254.6% |
| All | +321.2% | +48.1% | +273.0% | +349.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling