+308.2%
MRVL vs BWA
+72.9%
+235.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +1.9% |
| 7D | +7.1% | +4.3% | +2.9% | +4.6% |
| 30D | +3.1% | -2.9% | +6.0% | +4.4% |
| 3M | -21.9% | -12.4% | -9.5% | -15.8% |
| 6M | +151.8% | +28.6% | +123.3% | +131.5% |
| YTD | +165.6% | +48.2% | +117.4% | +122.0% |
| 1Y | +242.3% | +50.9% | +191.3% | +182.1% |
| 3Y | +308.2% | +72.2% | +236.0% | +180.4% |
| All | +308.2% | +72.9% | +235.3% | +180.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling