+306.7%
MRVL vs AU
+574.0%
-267.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.3% | +0.9% | -2.5% |
| 7D | +8.7% | -7.0% | +15.7% | +10.4% |
| 30D | +6.9% | +7.3% | -0.4% | +5.3% |
| 3M | -10.1% | +33.2% | -43.3% | -15.4% |
| 6M | +143.4% | -0.6% | +144.1% | +139.7% |
| YTD | +167.5% | +26.2% | +141.3% | +154.2% |
| 1Y | +239.0% | +68.3% | +170.7% | +210.1% |
| All | +306.7% | +574.0% | -267.2% | +198.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling