+249.5%
MRVL vs AEP
+16.1%
+233.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.2% | +7.2% | +7.0% |
| 7D | +3.2% | +1.8% | +1.4% | +3.3% |
| 30D | +5.9% | -0.8% | +6.7% | +5.8% |
| 3M | -29.3% | -1.8% | -27.5% | -29.9% |
| 6M | +186.5% | -5.4% | +191.8% | +181.3% |
| YTD | +163.4% | +10.4% | +153.0% | +163.5% |
| 1Y | +249.5% | +18.2% | +231.3% | +263.6% |
| All | +249.5% | +16.1% | +233.4% | +263.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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