+1,743.1%
MRVL vs AEM
+4,411.7%
-2,668.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.2% | +8.2% | +7.2% |
| 7D | +3.2% | -0.5% | +3.7% | +3.2% |
| 30D | +5.9% | +24.0% | -18.1% | +3.4% |
| 3M | -29.3% | +16.1% | -45.4% | -30.4% |
| 6M | +186.5% | -11.6% | +198.1% | +190.1% |
| YTD | +163.4% | +21.5% | +141.9% | +157.8% |
| 1Y | +249.5% | +39.2% | +210.3% | +237.0% |
| 3Y | +289.4% | +347.4% | -58.1% | +232.4% |
| 5Y | +270.2% | +290.1% | -19.9% | +217.1% |
| 10Y | +1,748.8% | +357.8% | +1,391.0% | +1,430.4% |
| All | +1,743.1% | +4,411.7% | -2,668.7% | +2,089.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling