+278.0%
MRVL vs WBD
+5.3%
+272.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.0% | -4.5% | -3.8% |
| 7D | +8.7% | -0.6% | +9.3% | +8.9% |
| 30D | +6.9% | +4.2% | +2.7% | +5.3% |
| 3M | -10.1% | +7.5% | -17.6% | -12.5% |
| 6M | +143.4% | +1.6% | +141.9% | +142.0% |
| YTD | +167.5% | -2.2% | +169.6% | +168.9% |
| 1Y | +239.0% | +124.9% | +114.1% | +148.4% |
| 3Y | +311.0% | +149.1% | +161.9% | +171.1% |
| 5Y | +278.0% | +7.8% | +270.1% | +221.4% |
| All | +278.0% | +5.3% | +272.7% | +221.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling