+1,925.8%
MRVL vs AGI
+392.3%
+1,533.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.3% | +3.9% |
| 7D | +5.6% | -2.7% | +8.3% | +6.0% |
| 30D | +8.8% | +7.2% | +1.5% | +7.7% |
| 3M | -15.9% | +4.3% | -20.1% | -16.6% |
| 6M | +161.3% | -27.1% | +188.3% | +170.8% |
| YTD | +178.2% | -6.6% | +184.8% | +179.3% |
| 1Y | +255.3% | +9.5% | +245.8% | +249.4% |
| 3Y | +323.1% | +208.4% | +114.7% | +268.4% |
| 5Y | +293.2% | +401.6% | -108.4% | +227.4% |
| All | +1,925.8% | +392.3% | +1,533.5% | +1,611.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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