+290.9%
MRVL vs WEC
+30.7%
+260.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.8% | +5.1% | +4.2% |
| 7D | +13.8% | +0.4% | +13.4% | +13.8% |
| 30D | +12.7% | +0.9% | +11.8% | +12.7% |
| 3M | -11.9% | -5.3% | -6.6% | -12.2% |
| 6M | +153.8% | -6.6% | +160.4% | +152.8% |
| YTD | +177.0% | +3.3% | +173.7% | +175.4% |
| 1Y | +252.3% | +2.1% | +250.3% | +250.0% |
| 3Y | +325.5% | +39.6% | +286.0% | +299.6% |
| 5Y | +290.9% | +31.2% | +259.7% | +262.7% |
| All | +290.9% | +30.7% | +260.2% | +262.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling