+118.8%
MRVL vs WEC
+56.3%
+62.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.9% | -5.6% | -4.6% |
| 7D | +11.0% | +2.3% | +8.7% | +11.3% |
| 30D | -36.1% | +11.1% | -47.2% | -35.4% |
| 3M | -29.4% | +8.4% | -37.9% | -28.8% |
| 6M | -11.9% | +7.5% | -19.4% | -11.3% |
| YTD | +84.8% | +15.3% | +69.4% | +85.6% |
| 1Y | +79.4% | +9.7% | +69.7% | +80.4% |
| 3Y | +195.7% | +64.7% | +131.1% | +173.3% |
| All | +118.8% | +56.3% | +62.5% | +88.9% |
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 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