+1,292.0%
MRVL vs BBWI
+296.0%
+996.0%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -41.6% |
| 3M | -20.5% | +16.2% | -36.7% | -26.3% |
| 6M | -1.1% | +15.8% | -17.0% | -9.8% |
| YTD | +99.0% | +11.4% | +87.5% | +79.4% |
| 1Y | +89.3% | +3.2% | +86.1% | +72.5% |
| 3Y | +211.6% | -23.5% | +235.1% | +199.4% |
| 5Y | +134.0% | -67.4% | +201.5% | +192.8% |
| 10Y | +1,293.1% | -46.0% | +1,339.1% | +1,061.7% |
| All | +1,292.0% | +296.0% | +996.0% | +225.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling