+1,847.4%
MRVL vs AEP
+175.2%
+1,672.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.5% | -3.3% |
| 7D | +8.7% | -1.0% | +9.7% | +8.9% |
| 30D | +6.9% | -0.1% | +7.0% | +7.0% |
| 3M | -10.1% | -3.2% | -6.9% | -9.8% |
| 6M | +143.4% | -5.3% | +148.7% | +144.8% |
| YTD | +167.5% | +9.5% | +157.9% | +162.1% |
| 1Y | +239.0% | +17.5% | +221.5% | +227.7% |
| 3Y | +311.0% | +77.0% | +234.0% | +250.9% |
| 5Y | +278.0% | +66.4% | +211.6% | +229.5% |
| All | +1,847.4% | +175.2% | +1,672.2% | +1,576.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling