+239.0%
MRVL vs AEM
+28.8%
+210.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.9% | -0.5% | -2.0% |
| 7D | +8.7% | -5.0% | +13.7% | +11.4% |
| 30D | +6.9% | +8.5% | -1.6% | +2.8% |
| 3M | -10.1% | +29.3% | -39.4% | -20.9% |
| 6M | +143.4% | -12.9% | +156.4% | +142.6% |
| YTD | +167.5% | +16.8% | +150.7% | +149.2% |
| 1Y | +239.0% | +29.8% | +209.1% | +226.6% |
| All | +239.0% | +28.8% | +210.1% | +226.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 1y: compounded portfolio wealth divided by compounded AEM 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…
1y analysis · Full analysis span regression · 6 months rolling