+1,954.1%
MRVL vs WAT
+156.2%
+1,797.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.5% | +3.8% | +4.0% |
| 7D | +13.8% | -1.8% | +15.6% | +14.8% |
| 30D | +12.7% | -1.7% | +14.4% | +13.7% |
| 3M | -11.9% | +9.1% | -21.0% | -15.9% |
| 6M | +153.8% | +32.4% | +121.4% | +115.6% |
| YTD | +177.0% | +6.6% | +170.4% | +160.5% |
| 1Y | +252.3% | +34.7% | +217.6% | +187.4% |
| 3Y | +325.5% | +53.6% | +272.0% | +203.0% |
| 5Y | +290.9% | -4.1% | +295.0% | +264.0% |
| 10Y | +1,954.1% | +167.9% | +1,786.3% | +1,091.6% |
| All | +1,954.1% | +156.2% | +1,797.9% | +1,091.6% |
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