+298.8%
MRVL vs IWD
+73.3%
+225.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.7% | +7.7% | +8.5% |
| 7D | +3.2% | -0.3% | +3.5% | +3.7% |
| 30D | +5.9% | +0.6% | +5.4% | +4.2% |
| 3M | -29.3% | +7.2% | -36.6% | -39.1% |
| 6M | +186.5% | +16.2% | +170.3% | +112.0% |
| YTD | +163.4% | +23.3% | +140.1% | +73.3% |
| 1Y | +249.5% | +29.6% | +219.9% | +109.1% |
| All | +298.8% | +73.3% | +225.5% | +46.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling