+1,925.8%
MRVL vs AMP
+589.3%
+1,336.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.3% | +3.6% |
| 7D | +5.6% | -0.5% | +6.1% | +5.9% |
| 30D | +8.8% | -1.3% | +10.1% | +9.2% |
| 3M | -15.9% | +24.2% | -40.1% | -27.3% |
| 6M | +161.3% | +24.6% | +136.7% | +124.7% |
| YTD | +178.2% | +14.8% | +163.4% | +148.9% |
| 1Y | +255.3% | +12.8% | +242.5% | +221.0% |
| 3Y | +323.1% | +69.0% | +254.1% | +206.0% |
| 5Y | +293.2% | +124.9% | +168.3% | +151.3% |
| All | +1,925.8% | +589.3% | +1,336.5% | +752.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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