+221.6%
MRVL vs AMRZ
-20.3%
+241.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.1% | -3.2% |
| 7D | +8.7% | -8.1% | +16.8% | +10.5% |
| 30D | +6.9% | -14.8% | +21.7% | +10.3% |
| 3M | -10.1% | -19.7% | +9.6% | -6.4% |
| 6M | +143.4% | -30.8% | +174.2% | +159.7% |
| YTD | +167.5% | -24.3% | +191.8% | +176.2% |
| 1Y | +239.0% | -24.0% | +263.0% | +243.3% |
| All | +221.6% | -20.3% | +241.9% | +218.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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