+2,827.1%
MRVL vs AGG
+97.4%
+2,729.7%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.5% | +4.3% |
| 7D | +13.8% | -0.2% | +14.0% | +13.8% |
| 30D | +12.7% | -0.2% | +12.9% | +12.7% |
| 3M | -11.9% | -0.7% | -11.2% | -11.8% |
| 6M | +153.8% | -1.8% | +155.6% | +154.4% |
| YTD | +177.0% | -0.6% | +177.5% | +177.4% |
| 1Y | +252.3% | +0.4% | +252.0% | +252.7% |
| 3Y | +325.5% | +13.2% | +312.4% | +322.3% |
| 5Y | +290.9% | -2.0% | +292.8% | +272.6% |
| 10Y | +1,954.1% | +15.1% | +1,939.1% | +2,029.8% |
| All | +2,827.1% | +97.4% | +2,729.7% | +3,723.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling