+1,743.1%
MRVL vs BBWI
+255.7%
+1,487.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.8% | +4.2% | +6.1% |
| 7D | +3.2% | +1.5% | +1.7% | +2.7% |
| 30D | +5.9% | -5.2% | +11.1% | +6.8% |
| 3M | -29.3% | +11.1% | -40.4% | -33.2% |
| 6M | +186.5% | -13.4% | +199.9% | +188.9% |
| YTD | +163.4% | +0.1% | +163.4% | +150.0% |
| 1Y | +249.5% | -36.1% | +285.6% | +280.2% |
| 3Y | +289.4% | -44.1% | +333.5% | +322.1% |
| 5Y | +270.2% | -66.2% | +336.5% | +363.7% |
| 10Y | +1,748.8% | -54.8% | +1,803.6% | +1,569.3% |
| All | +1,743.1% | +255.7% | +1,487.4% | +352.7% |
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 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