+1,173.1%
MRVL vs WCC
+431.3%
+741.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.7% | -3.0% | -3.8% |
| 7D | +11.0% | +9.9% | +1.1% | +5.9% |
| 30D | -36.1% | -8.4% | -27.6% | -32.6% |
| 3M | -29.4% | -10.3% | -19.1% | -24.6% |
| 6M | -11.9% | -10.5% | -1.4% | -4.2% |
| YTD | +84.8% | +32.2% | +52.6% | +64.7% |
| 1Y | +79.4% | +25.5% | +53.9% | +64.2% |
| 3Y | +195.7% | +134.7% | +61.1% | +94.9% |
| 5Y | +117.2% | +139.9% | -22.7% | +39.3% |
| All | +1,173.1% | +431.3% | +741.8% | +465.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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