+1,743.1%
MRVL vs AEIS
+377.8%
+1,365.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.4% | +4.6% | +5.9% |
| 7D | +3.2% | +3.0% | +0.2% | +1.7% |
| 30D | +5.9% | -14.6% | +20.6% | +14.1% |
| 3M | -29.3% | -12.4% | -16.9% | -23.2% |
| 6M | +186.5% | -15.0% | +201.4% | +212.5% |
| YTD | +163.4% | +34.3% | +129.2% | +129.2% |
| 1Y | +249.5% | +87.4% | +162.1% | +157.9% |
| 3Y | +289.4% | +139.8% | +149.6% | +162.1% |
| 5Y | +270.2% | +220.7% | +49.5% | +127.5% |
| 10Y | +1,748.8% | +531.6% | +1,217.2% | +673.9% |
| All | +1,743.1% | +377.8% | +1,365.3% | +256.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling