+271.9%
MRVL vs AXP
+118.2%
+153.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.1% | +8.2% | +8.0% |
| 7D | +3.2% | -2.1% | +5.3% | +4.9% |
| 30D | +5.9% | -6.5% | +12.5% | +11.5% |
| 3M | -29.3% | +4.6% | -34.0% | -32.8% |
| 6M | +186.5% | +5.4% | +181.1% | +167.2% |
| YTD | +163.4% | -11.1% | +174.6% | +182.3% |
| 1Y | +249.5% | -0.3% | +249.8% | +234.4% |
| 3Y | +289.4% | +111.6% | +177.8% | +90.6% |
| All | +271.9% | +118.2% | +153.7% | +84.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling