+308.2%
MRVL vs WEC
+42.2%
+265.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.2% | +1.3% |
| 7D | +7.1% | +0.8% | +6.3% | +7.5% |
| 30D | +3.1% | +0.3% | +2.7% | +3.2% |
| 3M | -21.9% | -2.9% | -19.0% | -22.8% |
| 6M | +151.8% | -5.9% | +157.8% | +145.9% |
| YTD | +165.6% | +4.1% | +161.5% | +170.6% |
| 1Y | +242.3% | +3.1% | +239.1% | +247.5% |
| 3Y | +308.2% | +40.8% | +267.4% | +352.9% |
| All | +308.2% | +42.2% | +265.9% | +352.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling