+1,847.4%
MRVL vs BWA
+153.1%
+1,694.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.1% | -3.8% |
| 7D | +8.7% | -0.1% | +8.7% | +8.7% |
| 30D | +6.9% | -5.5% | +12.4% | +9.9% |
| 3M | -10.1% | -7.6% | -2.5% | -6.0% |
| 6M | +143.4% | +25.0% | +118.5% | +121.4% |
| YTD | +167.5% | +47.0% | +120.5% | +117.6% |
| 1Y | +239.0% | +54.0% | +185.0% | +167.4% |
| 3Y | +311.0% | +70.7% | +240.3% | +196.2% |
| 5Y | +278.0% | +86.7% | +191.3% | +159.3% |
| All | +1,847.4% | +153.1% | +1,694.3% | +1,042.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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