+1,173.1%
MRVL vs AR
+57.4%
+1,115.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.1% | -4.8% | -4.7% |
| 7D | +11.0% | +7.4% | +3.6% | +9.8% |
| 30D | -36.1% | +5.8% | -41.8% | -36.6% |
| 3M | -29.4% | +5.2% | -34.6% | -30.1% |
| 6M | -11.9% | +5.4% | -17.3% | -13.1% |
| YTD | +84.8% | +12.4% | +72.4% | +79.1% |
| 1Y | +79.4% | +12.8% | +66.6% | +73.8% |
| 3Y | +195.7% | +47.2% | +148.6% | +176.9% |
| 5Y | +117.2% | +101.1% | +16.0% | +95.5% |
| All | +1,173.1% | +57.4% | +1,115.8% | +1,139.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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