+1,743.1%
MRVL vs WFC
+805.8%
+937.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.9% | +6.2% | +6.7% |
| 7D | +3.2% | +3.8% | -0.6% | +1.6% |
| 30D | +5.9% | +1.5% | +4.5% | +5.0% |
| 3M | -29.3% | +10.9% | -40.2% | -32.9% |
| 6M | +186.5% | +8.4% | +178.1% | +174.6% |
| YTD | +163.4% | -1.9% | +165.3% | +162.5% |
| 1Y | +249.5% | +12.3% | +237.1% | +228.7% |
| 3Y | +289.4% | +132.3% | +157.0% | +174.4% |
| 5Y | +270.2% | +130.1% | +140.2% | +163.9% |
| 10Y | +1,748.8% | +134.4% | +1,614.4% | +1,114.7% |
| All | +1,743.1% | +805.8% | +937.3% | +376.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling