+280.4%
MRVL vs WCC
+229.6%
+50.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.6% | -0.8% |
| 7D | +7.1% | +8.5% | -1.3% | +1.5% |
| 30D | +3.1% | -1.0% | +4.0% | +3.7% |
| 3M | -21.9% | +2.1% | -24.1% | -22.2% |
| 6M | +151.8% | +36.8% | +115.0% | +110.5% |
| YTD | +165.6% | +47.7% | +117.9% | +107.5% |
| 1Y | +242.3% | +66.5% | +175.7% | +145.5% |
| 3Y | +308.2% | +134.2% | +174.0% | +118.5% |
| 5Y | +280.4% | +231.6% | +48.7% | +62.0% |
| All | +280.4% | +229.6% | +50.7% | +62.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling