+142.4%
MRVL vs AMIX
-100.0%
+242.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -20.0% | +29.3% | +9.8% |
| 7D | +5.6% | -8.1% | +13.7% | +5.8% |
| 30D | -36.5% | -52.3% | +15.8% | -35.4% |
| 3M | -20.5% | -83.8% | +63.3% | -17.3% |
| 6M | -1.1% | -79.0% | +77.8% | -4.1% |
| YTD | +99.0% | -87.2% | +186.2% | +93.4% |
| 1Y | +89.3% | -91.7% | +181.0% | +84.4% |
| All | +142.4% | -100.0% | +242.4% | +101.5% |
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