+221.0%
MRVL vs AMIX
-99.9%
+320.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.9% | +9.0% | +7.1% |
| 7D | +3.2% | -13.7% | +16.9% | +3.5% |
| 30D | +5.9% | -62.1% | +68.0% | +8.0% |
| 3M | -29.3% | -46.2% | +16.8% | -33.0% |
| 6M | +186.5% | -46.4% | +232.9% | +171.3% |
| YTD | +163.4% | -60.3% | +223.7% | +149.6% |
| 1Y | +249.5% | -79.7% | +329.2% | +232.3% |
| All | +221.0% | -99.9% | +320.8% | +160.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling