+185.0%
MRVL vs BWA
+64.1%
+120.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +1.2% |
| 7D | -10.2% | -2.4% | -7.8% | -8.1% |
| 30D | -43.9% | -17.7% | -26.2% | -35.6% |
| 3M | -26.0% | -27.0% | +1.0% | -8.9% |
| 6M | -9.2% | -17.3% | +8.1% | +7.4% |
| YTD | +82.0% | +12.9% | +69.1% | +79.6% |
| 1Y | +65.9% | +12.9% | +53.0% | +63.5% |
| 3Y | +185.0% | +62.1% | +122.9% | +104.6% |
| All | +185.0% | +64.1% | +120.9% | +104.6% |
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 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