+96.9%
MRVL vs APD
+11.0%
+85.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +6.5% |
| 7D | -28.1% | -3.7% | -24.4% | -26.6% |
| 30D | -50.4% | +9.6% | -60.0% | -53.0% |
| 3M | -32.9% | +1.6% | -34.6% | -34.1% |
| 6M | -17.9% | +2.2% | -20.1% | -20.3% |
| YTD | +66.4% | +25.9% | +40.6% | +40.5% |
| 1Y | +51.5% | +20.1% | +31.4% | +31.6% |
| 3Y | +177.9% | +12.4% | +165.5% | +146.1% |
| All | +96.9% | +11.0% | +85.9% | +59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling