+290.9%
MRVL vs WDC
+1,011.2%
-720.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.0% | +3.2% | +3.6% |
| 7D | +13.8% | +7.5% | +6.3% | +8.7% |
| 30D | +12.7% | +10.1% | +2.6% | +5.2% |
| 3M | -11.9% | -6.8% | -5.1% | -10.6% |
| 6M | +153.8% | +84.1% | +69.7% | +68.1% |
| YTD | +177.0% | +180.3% | -3.3% | +27.4% |
| 1Y | +252.3% | +411.1% | -158.7% | -2.4% |
| 3Y | +325.5% | +1,375.0% | -1,049.5% | -51.0% |
| 5Y | +290.9% | +991.6% | -700.7% | -45.9% |
| All | +290.9% | +1,011.2% | -720.4% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 WDC 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