+1,743.1%
MRVL vs WEC
+2,241.9%
-498.9%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.7% | +7.8% | +7.3% |
| 7D | +3.2% | -0.3% | +3.5% | +3.3% |
| 30D | +5.9% | -1.3% | +7.2% | +6.3% |
| 3M | -29.3% | -3.9% | -25.4% | -28.9% |
| 6M | +186.5% | -8.3% | +194.8% | +192.7% |
| YTD | +163.4% | +3.1% | +160.4% | +158.1% |
| 1Y | +249.5% | +1.9% | +247.6% | +242.6% |
| 3Y | +289.4% | +41.9% | +247.4% | +227.5% |
| 5Y | +270.2% | +30.8% | +239.5% | +217.5% |
| 10Y | +1,748.8% | +141.9% | +1,606.9% | +1,013.6% |
| All | +1,743.1% | +2,241.9% | -498.9% | +292.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling