+277.2%
MRVL vs WAT
-2.9%
+280.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.0% | +8.1% | +7.6% |
| 7D | +3.2% | -1.3% | +4.5% | +3.8% |
| 30D | +5.9% | +2.3% | +3.6% | +4.7% |
| 3M | -29.3% | +8.7% | -38.1% | -32.2% |
| 6M | +186.5% | +28.3% | +158.2% | +147.6% |
| YTD | +163.4% | +7.8% | +155.7% | +147.4% |
| 1Y | +249.5% | +36.6% | +212.9% | +182.6% |
| 3Y | +289.4% | +45.7% | +243.7% | +179.5% |
| All | +277.2% | -2.9% | +280.2% | +225.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling