+1,847.4%
MRVL vs EWT
+512.3%
+1,335.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.5% | -0.9% | +0.1% |
| 7D | +8.7% | -1.1% | +9.8% | +10.5% |
| 30D | +6.9% | +4.8% | +2.1% | +0.6% |
| 3M | -10.1% | +11.1% | -21.3% | -19.4% |
| 6M | +143.4% | +54.6% | +88.8% | +42.1% |
| YTD | +167.5% | +71.4% | +96.0% | +34.6% |
| 1Y | +239.0% | +82.1% | +156.9% | +57.7% |
| 3Y | +311.0% | +193.2% | +117.7% | +8.2% |
| 5Y | +278.0% | +146.1% | +131.9% | +28.8% |
| All | +1,847.4% | +512.3% | +1,335.0% | +198.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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