+229.5%
MRVL vs AHR
+360.2%
-130.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -4.0% | -3.5% |
| 7D | +8.7% | -3.0% | +11.7% | +9.0% |
| 30D | +6.9% | +2.6% | +4.3% | +6.8% |
| 3M | -10.1% | +16.0% | -26.1% | -12.8% |
| 6M | +143.4% | +3.1% | +140.4% | +143.4% |
| YTD | +167.5% | +16.0% | +151.4% | +156.3% |
| 1Y | +239.0% | +28.0% | +211.0% | +213.1% |
| All | +229.5% | +360.2% | -130.7% | +128.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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