+1,847.4%
MRVL vs WEC
+146.6%
+1,700.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.7% | -3.3% |
| 7D | +8.7% | -1.3% | +9.9% | +8.8% |
| 30D | +6.9% | -0.4% | +7.3% | +6.9% |
| 3M | -10.1% | -6.8% | -3.3% | -9.5% |
| 6M | +143.4% | -6.4% | +149.8% | +144.6% |
| YTD | +167.5% | +2.5% | +165.0% | +164.9% |
| 1Y | +239.0% | -0.4% | +239.4% | +236.7% |
| 3Y | +311.0% | +38.5% | +272.4% | +276.8% |
| 5Y | +278.0% | +31.7% | +246.3% | +249.0% |
| All | +1,847.4% | +146.6% | +1,700.8% | +1,551.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded WEC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling