+1,925.8%
MRVL vs WBD
+15.0%
+1,910.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +4.2% |
| 7D | +5.6% | -0.7% | +6.4% | +5.8% |
| 30D | +8.8% | +1.4% | +7.4% | +8.2% |
| 3M | -15.9% | +4.4% | -20.3% | -17.1% |
| 6M | +161.3% | +0.8% | +160.4% | +160.5% |
| YTD | +178.2% | -2.7% | +180.9% | +179.9% |
| 1Y | +255.3% | +73.4% | +181.9% | +201.4% |
| 3Y | +323.1% | +142.1% | +181.0% | +206.6% |
| 5Y | +293.2% | +7.2% | +286.0% | +230.4% |
| All | +1,925.8% | +15.0% | +1,910.8% | +1,365.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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