+283.0%
MRVL vs JAAA
+30.3%
+252.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | 0.0% | -4.7% | -4.8% |
| 7D | +11.0% | +0.1% | +10.9% | +10.6% |
| 30D | -36.1% | +0.4% | -36.5% | -37.1% |
| 3M | -29.4% | +1.2% | -30.6% | -32.3% |
| 6M | -11.9% | +2.3% | -14.2% | -18.6% |
| YTD | +84.8% | +4.0% | +80.8% | +61.4% |
| 1Y | +79.4% | +4.8% | +74.6% | +52.5% |
| 3Y | +195.7% | +18.4% | +177.3% | +104.8% |
| 5Y | +117.2% | +27.5% | +89.7% | +35.4% |
| All | +283.0% | +30.3% | +252.7% | +108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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