+118.8%
MRVL vs AVTR
-58.9%
+177.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.5% |
| 7D | +11.0% | +0.5% | +10.6% | +11.0% |
| 30D | -36.1% | -1.0% | -35.1% | -35.6% |
| 3M | -29.4% | +12.2% | -41.6% | -32.2% |
| 6M | -11.9% | +97.5% | -109.3% | -33.4% |
| YTD | +84.8% | +35.6% | +49.2% | +60.2% |
| 1Y | +79.4% | +32.8% | +46.6% | +56.5% |
| 3Y | +195.7% | -16.5% | +212.2% | +185.7% |
| All | +118.8% | -58.9% | +177.8% | +254.2% |
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