+1,204.0%
MRVL vs IWD
+212.1%
+992.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.0% | +7.5% | +6.6% |
| 7D | -9.8% | +1.3% | -11.1% | -11.1% |
| 30D | -43.8% | +3.6% | -47.4% | -46.5% |
| 3M | -29.3% | +2.3% | -31.6% | -31.7% |
| 6M | -9.1% | +13.0% | -22.1% | -23.2% |
| YTD | +82.2% | +26.2% | +56.1% | +32.7% |
| 1Y | +70.3% | +30.5% | +39.9% | +18.7% |
| 3Y | +197.0% | +86.2% | +110.8% | +33.2% |
| 5Y | +115.8% | +72.9% | +42.9% | +13.0% |
| 10Y | +1,204.0% | +205.0% | +999.0% | +302.9% |
| All | +1,204.0% | +212.1% | +992.0% | +302.9% |
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