+271.9%
MRVL vs APD
+27.6%
+244.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.0% | +8.0% | +7.6% |
| 7D | +3.2% | -2.2% | +5.4% | +4.4% |
| 30D | +5.9% | +2.1% | +3.8% | +4.1% |
| 3M | -29.3% | +7.2% | -36.5% | -33.1% |
| 6M | +186.5% | +11.2% | +175.2% | +164.5% |
| YTD | +163.4% | +24.4% | +139.1% | +124.7% |
| 1Y | +249.5% | +6.7% | +242.8% | +227.4% |
| 3Y | +289.4% | +9.2% | +280.1% | +253.0% |
| All | +271.9% | +27.6% | +244.3% | +150.5% |
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