+118.8%
MRVL vs WM
+61.9%
+57.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.1% | -4.6% | -4.7% |
| 7D | +11.0% | +3.2% | +7.8% | +11.4% |
| 30D | -36.1% | +13.0% | -49.1% | -35.6% |
| 3M | -29.4% | +9.2% | -38.7% | -28.8% |
| 6M | -11.9% | +13.6% | -25.5% | -12.6% |
| YTD | +84.8% | +12.4% | +72.4% | +82.9% |
| 1Y | +79.4% | +21.2% | +58.2% | +73.3% |
| 3Y | +195.7% | +48.7% | +147.1% | +152.6% |
| All | +118.8% | +61.9% | +57.0% | +73.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling