+233.0%
MRVL vs AMRZ
-19.2%
+252.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.3% | +6.6% | +4.7% |
| 7D | +13.8% | -4.7% | +18.5% | +14.8% |
| 30D | +12.7% | -11.3% | +24.0% | +15.3% |
| 3M | -11.9% | -22.1% | +10.1% | -7.7% |
| 6M | +153.8% | -29.6% | +183.4% | +169.9% |
| YTD | +177.0% | -23.3% | +200.3% | +185.2% |
| 1Y | +252.3% | -23.7% | +276.1% | +256.3% |
| All | +233.0% | -19.2% | +252.2% | +229.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling