+278.0%
MRVL vs AEE
+38.5%
+239.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.2% | -3.2% |
| 7D | +8.7% | -0.7% | +9.4% | +8.8% |
| 30D | +6.9% | -2.0% | +8.9% | +7.2% |
| 3M | -10.1% | -2.8% | -7.3% | -10.2% |
| 6M | +143.4% | -3.6% | +147.0% | +143.1% |
| YTD | +167.5% | +7.3% | +160.2% | +160.8% |
| 1Y | +239.0% | +8.7% | +230.3% | +228.7% |
| 3Y | +311.0% | +46.0% | +265.0% | +264.3% |
| 5Y | +278.0% | +39.8% | +238.2% | +239.0% |
| All | +278.0% | +38.5% | +239.4% | +239.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling