+323.1%
MRVL vs AGG
+12.5%
+310.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.1% |
| 7D | +5.6% | -1.1% | +6.7% | +6.8% |
| 30D | +8.8% | -1.1% | +9.9% | +10.1% |
| 3M | -15.9% | -1.9% | -13.9% | -14.2% |
| 6M | +161.3% | -1.7% | +163.0% | +166.3% |
| YTD | +178.2% | -1.3% | +179.5% | +183.1% |
| 1Y | +255.3% | -0.7% | +256.1% | +260.9% |
| 3Y | +323.1% | +12.5% | +310.6% | +287.0% |
| All | +323.1% | +12.5% | +310.6% | +287.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 3y: compounded portfolio wealth divided by compounded AGG 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…
3y analysis · Full analysis span regression · 6 months rolling