+102.8%
MRVL vs AMIX
-100.0%
+202.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | 0.0% | +5.7% | +5.7% |
| 7D | -28.1% | -16.0% | -12.1% | -27.8% |
| 30D | -50.4% | -55.4% | +5.0% | -49.4% |
| 3M | -32.9% | -87.5% | +54.6% | -29.8% |
| 6M | -17.9% | -81.2% | +63.3% | -20.2% |
| YTD | +66.4% | -86.8% | +153.3% | +61.9% |
| 1Y | +51.5% | -91.6% | +143.1% | +47.7% |
| All | +102.8% | -100.0% | +202.7% | +68.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling