+1,847.4%
MRVL vs WAB
+292.7%
+1,554.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.4% | -3.4% |
| 7D | +8.7% | -0.2% | +8.9% | +8.8% |
| 30D | +6.9% | -5.9% | +12.8% | +10.8% |
| 3M | -10.1% | +9.4% | -19.5% | -14.7% |
| 6M | +143.4% | +13.8% | +129.6% | +127.5% |
| YTD | +167.5% | +31.8% | +135.7% | +129.2% |
| 1Y | +239.0% | +48.5% | +190.4% | +172.2% |
| 3Y | +311.0% | +167.0% | +144.0% | +154.4% |
| 5Y | +278.0% | +222.3% | +55.7% | +119.5% |
| All | +1,847.4% | +292.7% | +1,554.7% | +859.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 10y: compounded portfolio wealth divided by compounded WAB 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…
10y analysis · Full analysis span regression · 6 months rolling