+1,925.8%
MRVL vs AZO
+296.8%
+1,629.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.1% |
| 7D | +5.6% | -3.6% | +9.2% | +6.7% |
| 30D | +8.8% | -5.6% | +14.3% | +10.4% |
| 3M | -15.9% | -6.6% | -9.2% | -15.1% |
| 6M | +161.3% | -22.5% | +183.8% | +179.3% |
| YTD | +178.2% | -15.2% | +193.4% | +186.8% |
| 1Y | +255.3% | -33.9% | +289.2% | +298.7% |
| 3Y | +323.1% | +11.8% | +311.3% | +276.0% |
| 5Y | +293.2% | +85.5% | +207.7% | +182.5% |
| All | +1,925.8% | +296.8% | +1,629.0% | +1,045.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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