+1,832.5%
MRVL vs IWD
+195.2%
+1,637.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +2.0% |
| 7D | +7.1% | -0.2% | +7.3% | +7.3% |
| 30D | +3.1% | -0.8% | +3.8% | +3.9% |
| 3M | -21.9% | +8.0% | -30.0% | -30.4% |
| 6M | +151.8% | +18.2% | +133.7% | +101.4% |
| YTD | +165.6% | +22.3% | +143.3% | +102.2% |
| 1Y | +242.3% | +28.9% | +213.4% | +143.0% |
| 3Y | +308.2% | +71.5% | +236.6% | +105.2% |
| 5Y | +280.4% | +73.6% | +206.8% | +101.0% |
| 10Y | +1,832.5% | +194.7% | +1,637.8% | +493.4% |
| All | +1,832.5% | +195.2% | +1,637.4% | +493.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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