+134.0%
MRVL vs BBWI
-67.2%
+201.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +0.3% | +9.0% | +9.2% |
| 7D | +5.6% | -7.7% | +13.4% | +8.8% |
| 30D | -36.5% | +24.8% | -61.3% | -41.7% |
| 3M | -20.5% | +16.2% | -36.7% | -26.4% |
| 6M | -1.1% | +15.8% | -17.0% | -10.2% |
| YTD | +99.0% | +11.4% | +87.5% | +77.9% |
| 1Y | +89.3% | +3.2% | +86.1% | +71.3% |
| 3Y | +211.6% | -23.5% | +235.1% | +191.5% |
| 5Y | +134.0% | -67.4% | +201.5% | +240.1% |
| All | +134.0% | -67.2% | +201.2% | +240.1% |
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