+321.2%
MRVL vs IWF
+77.2%
+244.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.7% | +5.2% |
| 7D | +13.8% | +0.5% | +13.3% | +12.5% |
| 30D | +12.7% | -1.4% | +14.1% | +15.9% |
| 3M | -11.9% | +0.4% | -12.4% | -10.0% |
| 6M | +153.8% | +8.5% | +145.4% | +126.2% |
| YTD | +177.0% | +3.7% | +173.3% | +168.9% |
| 1Y | +252.3% | +8.5% | +243.9% | +213.7% |
| All | +321.2% | +77.2% | +244.0% | +75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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