+239.0%
MRVL vs BWA
+54.1%
+184.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +10.3% |
| 3M | -10.1% | -7.6% | -2.5% | -5.9% |
| 6M | +143.4% | +25.0% | +118.5% | +138.8% |
| YTD | +167.5% | +47.0% | +120.5% | +147.2% |
| 1Y | +239.0% | +54.0% | +185.0% | +212.6% |
| All | +239.0% | +54.1% | +184.9% | +212.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling