+1,174.2%
MRVL vs WM
+327.3%
+846.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.5% | -0.2% |
| 7D | -10.2% | +1.2% | -11.4% | -10.6% |
| 30D | -43.9% | +13.7% | -57.6% | -46.4% |
| 3M | -26.0% | +5.2% | -31.2% | -27.7% |
| 6M | -9.2% | +11.2% | -20.4% | -14.9% |
| YTD | +82.0% | +9.4% | +72.6% | +70.8% |
| 1Y | +65.9% | +20.4% | +45.5% | +48.5% |
| 3Y | +185.0% | +44.7% | +140.4% | +124.2% |
| 5Y | +121.5% | +58.5% | +63.0% | +63.5% |
| All | +1,174.2% | +327.3% | +846.9% | +447.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 10y: compounded portfolio wealth divided by compounded WM 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…
10y analysis · Full analysis span regression · 6 months rolling