+1,173.1%
MRVL vs BWA
+94.2%
+1,078.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.2% | -4.5% | -4.6% |
| 7D | +11.0% | +4.3% | +6.8% | +8.6% |
| 30D | -36.1% | -13.0% | -23.1% | -29.9% |
| 3M | -29.4% | -24.8% | -4.6% | -16.2% |
| 6M | -11.9% | -23.5% | +11.6% | +5.6% |
| YTD | +84.8% | +13.8% | +70.9% | +75.7% |
| 1Y | +79.4% | +13.4% | +66.0% | +70.8% |
| 3Y | +195.7% | +62.8% | +133.0% | +124.7% |
| 5Y | +117.2% | +28.5% | +88.7% | +83.7% |
| All | +1,173.1% | +94.2% | +1,078.9% | +748.2% |
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