+1,743.1%
MRVL vs AEE
+855.9%
+887.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.1% | +7.0% | +7.0% |
| 7D | +3.2% | +0.3% | +2.9% | +3.1% |
| 30D | +5.9% | -2.3% | +8.2% | +7.0% |
| 3M | -29.3% | +0.2% | -29.6% | -30.2% |
| 6M | +186.5% | -4.7% | +191.2% | +189.2% |
| YTD | +163.4% | +8.1% | +155.3% | +152.0% |
| 1Y | +249.5% | +8.5% | +240.9% | +232.6% |
| 3Y | +289.4% | +48.9% | +240.5% | +215.8% |
| 5Y | +270.2% | +39.9% | +230.3% | +206.4% |
| 10Y | +1,748.8% | +186.5% | +1,562.3% | +933.5% |
| All | +1,743.1% | +855.9% | +887.2% | +365.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling