+321.2%
MRVL vs AEIS
+172.0%
+149.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.1% | +5.4% | +5.1% |
| 7D | +13.8% | +6.5% | +7.4% | +8.4% |
| 30D | +12.7% | -9.2% | +21.9% | +20.5% |
| 3M | -11.9% | -8.3% | -3.6% | -5.3% |
| 6M | +153.8% | -6.3% | +160.2% | +165.6% |
| YTD | +177.0% | +36.5% | +140.5% | +106.8% |
| 1Y | +252.3% | +84.8% | +167.6% | +97.4% |
| All | +321.2% | +172.0% | +149.1% | +65.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling