-68.0%
MARA vs BBWI
-69.5%
+1.5%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.5% | -2.6% | -3.3% |
| 7D | -1.5% | -8.0% | +6.5% | +2.7% |
| 30D | +18.1% | -6.6% | +24.7% | +19.5% |
| 3M | -9.4% | -2.7% | -6.7% | -11.6% |
| 6M | +33.4% | -12.8% | +46.1% | +35.4% |
| YTD | +27.3% | -10.5% | +37.8% | +25.9% |
| 1Y | -27.9% | -35.3% | +7.4% | -15.4% |
| 3Y | +4.8% | -47.7% | +52.5% | +27.5% |
| 5Y | -68.0% | -68.9% | +0.9% | -28.8% |
| All | -68.0% | -69.5% | +1.5% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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