+1,064.4%
MRVL vs AXP
+915.1%
+149.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.2% | +7.0% | +6.4% |
| 7D | -28.1% | +0.6% | -28.7% | -28.5% |
| 30D | -50.4% | +5.8% | -56.2% | -52.1% |
| 3M | -32.9% | -6.0% | -26.9% | -31.3% |
| 6M | -17.9% | +0.3% | -18.2% | -19.4% |
| YTD | +66.4% | -12.3% | +78.7% | +74.3% |
| 1Y | +51.5% | -11.2% | +62.8% | +57.8% |
| 3Y | +177.9% | +117.0% | +60.9% | +80.2% |
| 5Y | +100.0% | +93.2% | +6.9% | +40.3% |
| 10Y | +1,108.1% | +461.2% | +647.0% | +339.1% |
| All | +1,064.4% | +915.1% | +149.2% | +126.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling