+121.7%
MRVL vs AMIX
-99.9%
+221.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.8% | -9.0% | -0.4% |
| 7D | -10.2% | +11.4% | -21.7% | -10.4% |
| 30D | -43.9% | -40.5% | -3.4% | -43.2% |
| 3M | -26.0% | -80.1% | +54.1% | -23.3% |
| 6M | -9.2% | -74.8% | +65.6% | -12.2% |
| YTD | +82.0% | -84.0% | +166.0% | +76.1% |
| 1Y | +65.9% | -89.7% | +155.6% | +60.9% |
| All | +121.7% | -99.9% | +221.7% | +83.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling