+1,837.5%
MRVL vs AZN
+735.6%
+1,101.9%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.9% | +6.2% | +4.8% |
| 7D | +13.8% | -2.9% | +16.7% | +14.7% |
| 30D | +12.7% | -3.1% | +15.8% | +13.7% |
| 3M | -11.9% | -14.4% | +2.5% | -8.7% |
| 6M | +153.8% | -19.5% | +173.3% | +167.0% |
| YTD | +177.0% | -13.8% | +190.7% | +184.0% |
| 1Y | +252.3% | -2.4% | +254.7% | +245.7% |
| 3Y | +325.5% | +21.3% | +304.3% | +283.3% |
| 5Y | +290.9% | +53.6% | +237.2% | +222.6% |
| 10Y | +1,954.1% | +220.1% | +1,734.0% | +1,224.0% |
| All | +1,837.5% | +735.6% | +1,101.9% | +880.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling