+125.1%
MRVL vs AMIX
-100.0%
+225.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.1% | -5.8% | -4.7% |
| 7D | +11.0% | -9.9% | +20.9% | +11.2% |
| 30D | -36.1% | -52.8% | +16.7% | -35.0% |
| 3M | -29.4% | -80.0% | +50.6% | -26.9% |
| 6M | -11.9% | -80.2% | +68.4% | -14.3% |
| YTD | +84.8% | -88.1% | +172.9% | +80.0% |
| 1Y | +79.4% | -91.1% | +170.5% | +75.0% |
| All | +125.1% | -100.0% | +225.1% | +87.5% |
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