+1,293.1%
MRVL vs WAT
+230.7%
+1,062.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -1.0% | +10.3% | +9.9% |
| 7D | +5.6% | +0.7% | +4.9% | +5.6% |
| 30D | -36.5% | +9.0% | -45.5% | -39.0% |
| 3M | -20.5% | +13.5% | -33.9% | -25.4% |
| 6M | -1.1% | +35.3% | -36.4% | -16.2% |
| YTD | +99.0% | +24.0% | +75.0% | +73.1% |
| 1Y | +89.3% | +22.0% | +67.3% | +66.2% |
| 3Y | +211.6% | +84.0% | +127.6% | +100.3% |
| 5Y | +134.1% | +34.4% | +99.7% | +82.4% |
| 10Y | +1,293.1% | +231.4% | +1,061.7% | +619.2% |
| All | +1,293.1% | +230.7% | +1,062.4% | +619.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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