+250.0%
MRVL vs BAM
+81.2%
+168.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.2% | -4.9% | -4.8% |
| 7D | +11.0% | -2.7% | +13.7% | +13.0% |
| 30D | -36.1% | +15.5% | -51.6% | -43.0% |
| 3M | -29.4% | -6.9% | -22.6% | -26.9% |
| 6M | -11.9% | +9.9% | -21.8% | -20.3% |
| YTD | +84.8% | +1.4% | +83.4% | +75.7% |
| 1Y | +79.4% | +3.3% | +76.1% | +68.2% |
| 3Y | +195.7% | +83.6% | +112.1% | +91.3% |
| All | +250.0% | +81.2% | +168.8% | +121.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 5y: compounded portfolio wealth divided by compounded BAM 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…
5y analysis · Full analysis span regression · 6 months rolling