+1,204.0%
MRVL vs APD
+192.6%
+1,011.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.0% | +7.4% | +8.3% |
| 7D | -9.8% | -1.6% | -8.2% | -8.8% |
| 30D | -43.8% | +10.6% | -54.4% | -47.2% |
| 3M | -29.3% | +2.5% | -31.8% | -31.0% |
| 6M | -9.1% | +6.0% | -15.0% | -13.8% |
| YTD | +82.2% | +28.4% | +53.8% | +51.6% |
| 1Y | +70.3% | +22.2% | +48.2% | +46.0% |
| 3Y | +197.0% | +26.6% | +170.4% | +141.4% |
| 5Y | +115.8% | +11.8% | +104.0% | +86.3% |
| 10Y | +1,204.0% | +187.8% | +1,016.3% | +553.8% |
| All | +1,204.0% | +192.6% | +1,011.5% | +553.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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