+1,204.0%
MRVL vs WM
+337.2%
+866.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.1% | +9.3% | +9.5% |
| 7D | -9.8% | -0.5% | -9.3% | -9.8% |
| 30D | -43.8% | +13.3% | -57.1% | -46.3% |
| 3M | -29.3% | +4.4% | -33.7% | -30.8% |
| 6M | -9.1% | +10.8% | -19.9% | -14.7% |
| YTD | +82.2% | +9.1% | +73.2% | +71.2% |
| 1Y | +70.3% | +19.1% | +51.2% | +53.1% |
| 3Y | +197.0% | +45.7% | +151.3% | +132.5% |
| 5Y | +115.8% | +60.4% | +55.3% | +57.9% |
| 10Y | +1,204.0% | +328.7% | +875.3% | +429.9% |
| All | +1,204.0% | +337.2% | +866.8% | +429.9% |
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