+255.3%
MRVL vs WFC
+15.0%
+240.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.1% | +3.8% |
| 7D | +5.6% | +0.4% | +5.3% | +5.5% |
| 30D | +8.8% | +1.5% | +7.2% | +8.4% |
| 3M | -15.9% | +10.2% | -26.1% | -19.0% |
| 6M | +161.3% | +18.8% | +142.5% | +141.1% |
| YTD | +178.2% | -1.5% | +179.8% | +177.2% |
| 1Y | +255.3% | +13.5% | +241.8% | +245.8% |
| All | +255.3% | +15.0% | +240.3% | +245.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 1y: compounded portfolio wealth divided by compounded WFC 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…
1y analysis · Full analysis span regression · 6 months rolling