+1,925.8%
MRVL vs AZN
+223.4%
+1,702.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +3.9% |
| 7D | +5.6% | -1.6% | +7.2% | +6.0% |
| 30D | +8.8% | +1.1% | +7.7% | +8.4% |
| 3M | -15.9% | -12.1% | -3.7% | -13.6% |
| 6M | +161.3% | -17.1% | +178.4% | +172.8% |
| YTD | +178.2% | -12.0% | +190.2% | +183.2% |
| 1Y | +255.3% | -0.2% | +255.5% | +244.0% |
| 3Y | +323.1% | +26.8% | +296.3% | +266.6% |
| 5Y | +293.2% | +56.9% | +236.3% | +208.2% |
| All | +1,925.8% | +223.4% | +1,702.4% | +1,208.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 10y: compounded portfolio wealth divided by compounded AZN 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…
10y analysis · Full analysis span regression · 6 months rolling