+1,743.1%
MRVL vs IWD
+728.3%
+1,014.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.7% | +7.7% | +7.9% |
| 7D | +3.2% | -0.3% | +3.5% | +3.5% |
| 30D | +5.9% | +0.6% | +5.4% | +4.9% |
| 3M | -29.3% | +7.2% | -36.6% | -35.1% |
| 6M | +186.5% | +16.2% | +170.3% | +140.1% |
| YTD | +163.4% | +23.3% | +140.1% | +105.3% |
| 1Y | +249.5% | +29.6% | +219.9% | +157.0% |
| 3Y | +289.4% | +70.5% | +218.9% | +112.6% |
| 5Y | +270.2% | +73.5% | +196.8% | +112.0% |
| 10Y | +1,748.8% | +198.3% | +1,550.5% | +460.6% |
| All | +1,743.1% | +728.3% | +1,014.8% | +60.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling