+195.7%
MRVL vs AEIS
+148.8%
+47.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.0% | -0.7% | -1.5% |
| 7D | +11.0% | +11.5% | -0.5% | +2.1% |
| 30D | -36.1% | -15.8% | -20.3% | -26.8% |
| 3M | -29.4% | -33.3% | +3.9% | -4.0% |
| 6M | -11.9% | -35.2% | +23.3% | +24.5% |
| YTD | +84.8% | +5.0% | +79.8% | +68.5% |
| 1Y | +79.4% | +8.5% | +70.9% | +59.1% |
| 3Y | +195.7% | +152.9% | +42.9% | +19.0% |
| All | +195.7% | +148.8% | +47.0% | +19.0% |
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 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