+249.5%
MRVL vs AXP
+1.4%
+248.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.1% | +8.2% | +7.3% |
| 7D | +3.2% | -2.1% | +5.3% | +3.7% |
| 30D | +5.9% | -6.5% | +12.5% | +7.5% |
| 3M | -29.3% | +4.6% | -34.0% | -30.6% |
| 6M | +186.5% | +5.4% | +181.1% | +179.0% |
| YTD | +163.4% | -11.1% | +174.6% | +175.9% |
| 1Y | +249.5% | -0.3% | +249.8% | +262.0% |
| All | +249.5% | +1.4% | +248.1% | +262.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 1y: compounded portfolio wealth divided by compounded AXP 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…
1y analysis · Full analysis span regression · 6 months rolling