+1,954.1%
MRVL vs BBWI
-58.2%
+2,012.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -6.3% | +10.6% | +5.8% |
| 7D | +13.8% | -4.4% | +18.2% | +15.0% |
| 30D | +12.7% | -7.4% | +20.1% | +13.9% |
| 3M | -11.9% | -2.2% | -9.7% | -13.0% |
| 6M | +153.8% | -16.3% | +170.2% | +158.5% |
| YTD | +177.0% | -9.1% | +186.1% | +172.9% |
| 1Y | +252.3% | -34.5% | +286.9% | +273.9% |
| 3Y | +325.5% | -47.0% | +372.5% | +361.4% |
| 5Y | +290.9% | -68.8% | +359.7% | +365.0% |
| 10Y | +1,954.1% | -57.4% | +2,011.5% | +1,841.7% |
| All | +1,954.1% | -58.2% | +2,012.4% | +1,841.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling