+139.2%
MRVL vs AMRZ
-17.7%
+157.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.8% | +10.1% | +9.4% |
| 7D | +5.6% | -5.5% | +11.1% | +6.5% |
| 30D | -36.5% | +15.6% | -52.2% | -38.3% |
| 3M | -20.5% | -12.1% | -8.4% | -18.4% |
| 6M | -1.1% | -19.4% | +18.3% | +2.8% |
| YTD | +99.0% | -21.9% | +120.8% | +104.4% |
| 1Y | +89.3% | -15.0% | +104.3% | +91.6% |
| All | +139.2% | -17.7% | +157.0% | +135.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling