+278.0%
MRVL vs JAAA
+26.8%
+251.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | +8.7% | +0.1% | +8.6% | +8.4% |
| 30D | +6.9% | +0.4% | +6.5% | +5.3% |
| 3M | -10.1% | +1.2% | -11.3% | -13.9% |
| 6M | +143.4% | +2.7% | +140.8% | +121.8% |
| YTD | +167.5% | +3.2% | +164.3% | +139.1% |
| 1Y | +239.0% | +4.8% | +234.1% | +186.6% |
| 3Y | +311.0% | +19.0% | +292.0% | +188.7% |
| 5Y | +278.0% | +26.8% | +251.2% | +143.0% |
| All | +278.0% | +26.8% | +251.2% | +143.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling