+118.8%
MRVL vs WDC
+550.5%
-431.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -5.0% | +0.3% | -1.4% |
| 7D | +11.0% | +12.1% | -1.1% | +3.2% |
| 30D | -36.1% | -18.8% | -17.3% | -26.1% |
| 3M | -29.4% | -39.3% | +9.9% | -3.4% |
| 6M | -11.9% | -40.1% | +28.3% | +20.0% |
| YTD | +84.8% | +71.8% | +13.0% | +14.3% |
| 1Y | +79.4% | +88.5% | -9.1% | +2.2% |
| 3Y | +195.7% | +770.0% | -574.2% | -54.3% |
| All | +118.8% | +550.5% | -431.7% | -60.0% |
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