+84.4%
MRVL vs IWD
+28.5%
+55.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -1.6% |
| 7D | +23.1% | +1.7% | +21.5% | +18.8% |
| 30D | -38.8% | +3.2% | -42.0% | -42.7% |
| 3M | -24.2% | +2.3% | -26.5% | -28.0% |
| 6M | 0.0% | +12.9% | -12.9% | -26.7% |
| YTD | +93.8% | +26.2% | +67.6% | +7.3% |
| 1Y | +84.4% | +28.3% | +56.1% | -2.2% |
| All | +84.4% | +28.5% | +55.9% | -2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling