+290.9%
MRVL vs AVTR
-64.4%
+355.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.4% | +6.7% | +5.1% |
| 7D | +13.8% | +1.6% | +12.2% | +13.1% |
| 30D | +12.7% | +8.4% | +4.3% | +9.4% |
| 3M | -11.9% | +50.2% | -62.1% | -25.9% |
| 6M | +153.8% | +82.6% | +71.3% | +96.2% |
| YTD | +177.0% | +29.8% | +147.1% | +143.8% |
| 1Y | +252.3% | +16.0% | +236.4% | +212.2% |
| 3Y | +325.5% | -26.4% | +352.0% | +337.4% |
| 5Y | +290.9% | -64.5% | +355.3% | +521.0% |
| All | +290.9% | -64.4% | +355.3% | +521.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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