+280.4%
MRVL vs AME
+85.0%
+195.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +7.1% | +2.8% | +4.4% | +3.6% |
| 30D | +3.1% | -6.3% | +9.3% | +11.5% |
| 3M | -21.9% | +5.4% | -27.3% | -25.7% |
| 6M | +151.8% | +7.4% | +144.4% | +137.1% |
| YTD | +165.6% | +16.2% | +149.5% | +125.9% |
| 1Y | +242.3% | +26.8% | +215.4% | +160.0% |
| 3Y | +308.2% | +57.5% | +250.7% | +130.0% |
| 5Y | +280.4% | +84.8% | +195.5% | +75.8% |
| All | +280.4% | +85.0% | +195.4% | +75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 5y: compounded portfolio wealth divided by compounded AME 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…
5y analysis · Full analysis span regression · 6 months rolling