+1,293.1%
MRVL vs IWD
+205.2%
+1,087.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +0.4% | +8.9% | +8.7% |
| 7D | +5.6% | -0.6% | +6.2% | +7.3% |
| 30D | -36.5% | +3.6% | -40.1% | -39.5% |
| 3M | -20.5% | +2.7% | -23.1% | -23.5% |
| 6M | -1.1% | +13.2% | -14.4% | -16.7% |
| YTD | +99.0% | +26.8% | +72.2% | +43.9% |
| 1Y | +89.3% | +29.3% | +60.0% | +33.6% |
| 3Y | +211.6% | +85.1% | +126.5% | +40.6% |
| 5Y | +134.1% | +74.2% | +59.8% | +21.3% |
| 10Y | +1,293.1% | +204.6% | +1,088.5% | +296.1% |
| All | +1,293.1% | +205.2% | +1,087.9% | +296.1% |
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