+249.5%
MRVL vs AMIX
-81.0%
+330.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.9% | +9.0% | +7.1% |
| 7D | +3.2% | -13.7% | +16.9% | +3.6% |
| 30D | +5.9% | -62.1% | +68.0% | +8.4% |
| 3M | -29.3% | -46.2% | +16.8% | -30.4% |
| 6M | +186.5% | -46.4% | +232.9% | +180.3% |
| YTD | +163.4% | -60.3% | +223.7% | +158.1% |
| 1Y | +249.5% | -79.7% | +329.2% | +286.8% |
| All | +249.5% | -81.0% | +330.5% | +286.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling