+323.1%
MRVL vs AZO
+10.0%
+313.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.0% |
| 7D | +5.6% | -3.6% | +9.2% | +5.2% |
| 30D | +8.8% | -5.6% | +14.3% | +8.2% |
| 3M | -15.9% | -6.6% | -9.2% | -16.1% |
| 6M | +161.3% | -22.5% | +183.8% | +161.0% |
| YTD | +178.2% | -15.2% | +193.4% | +177.8% |
| 1Y | +255.3% | -33.9% | +289.2% | +257.9% |
| 3Y | +323.1% | +11.8% | +311.3% | +282.2% |
| All | +323.1% | +10.0% | +313.1% | +282.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling