+1,804.5%
MRVL vs WM
+305.9%
+1,498.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.2% | +8.3% | +7.4% |
| 7D | +3.2% | -0.3% | +3.5% | +3.3% |
| 30D | +5.9% | -2.4% | +8.3% | +6.6% |
| 3M | -29.3% | +0.4% | -29.8% | -30.9% |
| 6M | +186.5% | -9.5% | +196.0% | +191.9% |
| YTD | +163.4% | +0.5% | +162.9% | +155.6% |
| 1Y | +249.5% | -1.1% | +250.6% | +239.9% |
| 3Y | +289.4% | +46.0% | +243.3% | +199.2% |
| 5Y | +270.2% | +51.8% | +218.4% | +175.4% |
| All | +1,804.5% | +305.9% | +1,498.6% | +708.1% |
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