+308.2%
MRVL vs WAT
+49.0%
+259.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.4% |
| 7D | +7.1% | -0.7% | +7.9% | +7.4% |
| 30D | +3.1% | -1.0% | +4.0% | +3.4% |
| 3M | -21.9% | +10.9% | -32.8% | -24.8% |
| 6M | +151.8% | +33.2% | +118.7% | +124.7% |
| YTD | +165.6% | +6.1% | +159.6% | +156.4% |
| 1Y | +242.3% | +30.2% | +212.0% | +199.8% |
| 3Y | +308.2% | +52.9% | +255.3% | +226.4% |
| All | +308.2% | +49.0% | +259.1% | +226.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling