+306.7%
MRVL vs AGI
+204.0%
+102.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.3% | -0.1% | -2.5% |
| 7D | +8.7% | -5.3% | +13.9% | +10.4% |
| 30D | +6.9% | +6.8% | +0.1% | +4.9% |
| 3M | -10.1% | +8.3% | -18.4% | -12.6% |
| 6M | +143.4% | -29.2% | +172.7% | +160.7% |
| YTD | +167.5% | -7.3% | +174.7% | +168.7% |
| 1Y | +239.0% | +8.0% | +230.9% | +227.1% |
| All | +306.7% | +204.0% | +102.8% | +199.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling