+1,173.1%
MRVL vs WCN
+322.1%
+851.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | 0.0% | -4.7% | -4.7% |
| 7D | +11.0% | +2.6% | +8.4% | +9.9% |
| 30D | -36.1% | +23.9% | -60.0% | -42.9% |
| 3M | -29.4% | +17.4% | -46.8% | -35.4% |
| 6M | -11.9% | +28.0% | -39.9% | -25.2% |
| YTD | +84.8% | +11.6% | +73.2% | +69.2% |
| 1Y | +79.4% | +16.9% | +62.5% | +59.1% |
| 3Y | +195.7% | +51.6% | +144.1% | +110.5% |
| 5Y | +117.2% | +48.0% | +69.2% | +56.0% |
| All | +1,173.1% | +322.1% | +851.1% | +376.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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