+1,837.5%
MRVL vs AU
+741.3%
+1,096.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.6% | +3.6% | +4.2% |
| 7D | +13.8% | +0.6% | +13.2% | +13.7% |
| 30D | +12.7% | +12.3% | +0.4% | +11.0% |
| 3M | -11.9% | +29.4% | -41.3% | -14.8% |
| 6M | +153.8% | +3.2% | +150.6% | +152.0% |
| YTD | +177.0% | +31.8% | +145.2% | +166.1% |
| 1Y | +252.3% | +83.4% | +168.9% | +224.8% |
| 3Y | +325.5% | +623.1% | -297.5% | +226.5% |
| 5Y | +290.9% | +700.5% | -409.6% | +191.3% |
| 10Y | +1,954.1% | +717.6% | +1,236.6% | +1,339.2% |
| All | +1,837.5% | +741.3% | +1,096.3% | +1,326.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling