+96.9%
MRVL vs IWD
+68.9%
+28.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.4% | +6.1% | +6.5% |
| 7D | -28.1% | -0.5% | -27.6% | -27.3% |
| 30D | -50.4% | +2.7% | -53.0% | -53.2% |
| 3M | -32.9% | +0.9% | -33.8% | -34.6% |
| 6M | -17.9% | +10.5% | -28.5% | -33.4% |
| YTD | +66.4% | +23.7% | +42.7% | +7.2% |
| 1Y | +51.5% | +28.7% | +22.8% | -10.0% |
| 3Y | +177.9% | +79.7% | +98.2% | -16.3% |
| All | +96.9% | +68.9% | +28.0% | -25.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling