+177.9%
MRVL vs WM
+47.1%
+130.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.1% | +7.8% | +4.6% |
| 7D | -28.1% | +1.2% | -29.3% | -27.4% |
| 30D | -50.4% | +13.1% | -63.5% | -47.0% |
| 3M | -32.9% | +3.6% | -36.5% | -30.5% |
| 6M | -17.9% | +8.1% | -26.0% | -13.8% |
| YTD | +66.4% | +8.9% | +57.5% | +74.6% |
| 1Y | +51.5% | +20.3% | +31.2% | +58.0% |
| 3Y | +177.9% | +46.2% | +131.7% | +212.7% |
| All | +177.9% | +47.1% | +130.8% | +212.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling