+1,173.1%
MRVL vs AG
+76.0%
+1,097.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.4% | -2.2% | -4.2% |
| 7D | +11.0% | -10.0% | +21.0% | +13.3% |
| 30D | -36.1% | -10.5% | -25.6% | -34.7% |
| 3M | -29.4% | -27.3% | -2.2% | -25.0% |
| 6M | -11.9% | -43.0% | +31.1% | -2.5% |
| YTD | +84.8% | -17.9% | +102.7% | +89.6% |
| 1Y | +79.4% | +11.9% | +67.5% | +74.7% |
| 3Y | +195.7% | +201.8% | -6.1% | +136.2% |
| 5Y | +117.2% | -0.1% | +117.2% | +93.8% |
| All | +1,173.1% | +76.0% | +1,097.1% | +926.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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