+82.7%
MRVL vs NWSA
+18.2%
+64.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +3.7% | -10.8% | -4.2% |
| 7D | -36.5% | +4.3% | -40.8% | -34.2% |
| 30D | -41.1% | +5.6% | -46.6% | -38.2% |
| 3M | -26.9% | +7.3% | -34.1% | -21.9% |
| 6M | -2.3% | +18.8% | -21.2% | +10.4% |
| YTD | +88.4% | +17.9% | +70.5% | +113.7% |
| 1Y | +82.7% | +19.3% | +63.4% | +107.8% |
| All | +82.7% | +18.2% | +64.5% | +107.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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