+1,925.8%
MRVL vs AEIS
+562.2%
+1,363.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.9% | -0.9% | +0.7% |
| 7D | +5.6% | +2.3% | +3.4% | +4.0% |
| 30D | +8.8% | -14.8% | +23.6% | +20.5% |
| 3M | -15.9% | -15.6% | -0.3% | -5.2% |
| 6M | +161.3% | -8.7% | +170.0% | +179.4% |
| YTD | +178.2% | +37.3% | +140.9% | +121.3% |
| 1Y | +255.3% | +80.3% | +175.0% | +132.2% |
| 3Y | +323.1% | +177.9% | +145.2% | +111.1% |
| 5Y | +293.2% | +235.8% | +57.4% | +81.3% |
| All | +1,925.8% | +562.2% | +1,363.6% | +492.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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