+1,227.1%
MRVL vs WBD
+291.3%
+935.8%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.0% |
| 7D | +7.1% | -0.7% | +7.8% | +7.4% |
| 30D | +3.1% | +5.0% | -1.9% | +1.3% |
| 3M | -21.9% | +6.2% | -28.2% | -23.7% |
| 6M | +151.8% | +0.6% | +151.2% | +151.2% |
| YTD | +165.6% | -2.4% | +168.1% | +167.4% |
| 1Y | +242.3% | +127.7% | +114.6% | +151.4% |
| 3Y | +308.2% | +148.4% | +159.8% | +172.7% |
| 5Y | +280.4% | +4.2% | +276.2% | +220.9% |
| 10Y | +1,832.5% | +10.8% | +1,821.7% | +1,214.9% |
| All | +1,227.1% | +291.3% | +935.8% | +343.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling