+2,056.8%
MRVL vs CDW
+903.1%
+1,153.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.0% | +8.0% | +7.6% |
| 7D | +3.2% | +3.2% | 0.0% | +1.2% |
| 30D | +5.9% | +9.3% | -3.3% | -0.4% |
| 3M | -29.3% | +9.8% | -39.1% | -34.6% |
| 6M | +186.5% | +23.3% | +163.1% | +136.1% |
| YTD | +163.4% | +13.7% | +149.8% | +126.6% |
| 1Y | +249.5% | -6.5% | +256.0% | +240.2% |
| 3Y | +289.4% | -25.2% | +314.6% | +340.3% |
| 5Y | +270.2% | -19.5% | +289.7% | +305.6% |
| 10Y | +1,748.8% | +285.8% | +1,463.0% | +902.8% |
| All | +2,056.8% | +903.1% | +1,153.7% | +898.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 all: compounded portfolio wealth divided by compounded CDW 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…
all analysis · Full analysis span regression · 6 months rolling