+65.9%
MRVL vs AMIX
-89.3%
+155.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.8% | -9.0% | -0.4% |
| 7D | -10.2% | +11.4% | -21.7% | -10.5% |
| 30D | -43.9% | -40.5% | -3.4% | -43.1% |
| 3M | -26.0% | -80.1% | +54.1% | -22.9% |
| 6M | -9.2% | -74.8% | +65.6% | -9.6% |
| YTD | +82.0% | -84.0% | +166.0% | +80.1% |
| 1Y | +65.9% | -89.7% | +155.6% | +63.2% |
| All | +65.9% | -89.3% | +155.1% | +63.2% |
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