+323.1%
MRVL vs AJG
+8.2%
+314.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.2% | +5.3% | +3.5% |
| 7D | +5.6% | -8.3% | +13.9% | +2.1% |
| 30D | +8.8% | -5.7% | +14.4% | +6.5% |
| 3M | -15.9% | +9.1% | -25.0% | -13.1% |
| 6M | +161.3% | +15.2% | +146.0% | +173.8% |
| YTD | +178.2% | -6.3% | +184.5% | +187.0% |
| 1Y | +255.3% | -19.1% | +274.4% | +269.6% |
| 3Y | +323.1% | +8.2% | +314.9% | +322.1% |
| All | +323.1% | +8.2% | +314.9% | +322.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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