+1,925.8%
MRVL vs AU
+699.0%
+1,226.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.5% | +3.5% | +4.0% |
| 7D | +5.6% | -4.3% | +9.9% | +6.3% |
| 30D | +8.8% | +7.3% | +1.5% | +7.7% |
| 3M | -15.9% | +26.3% | -42.2% | -18.6% |
| 6M | +161.3% | +1.8% | +159.5% | +159.2% |
| YTD | +178.2% | +26.8% | +151.4% | +168.6% |
| 1Y | +255.3% | +66.7% | +188.6% | +232.3% |
| 3Y | +323.1% | +579.1% | -256.0% | +233.0% |
| 5Y | +293.2% | +689.3% | -396.1% | +200.6% |
| All | +1,925.8% | +699.0% | +1,226.8% | +1,535.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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