+1,001.3%
MRVL vs WM
+2,450.7%
-1,449.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | +1.2% | -17.6% | -17.0% |
| 7D | -38.8% | +4.5% | -43.3% | -40.4% |
| 30D | -53.5% | +16.1% | -69.5% | -57.4% |
| 3M | -36.7% | +8.0% | -44.7% | -40.2% |
| 6M | -20.8% | +8.4% | -29.2% | -27.3% |
| YTD | +57.4% | +11.2% | +46.2% | +41.8% |
| 1Y | +44.0% | +22.3% | +21.7% | +22.5% |
| 3Y | +162.2% | +50.2% | +112.0% | +92.4% |
| 5Y | +89.2% | +63.3% | +25.9% | +30.6% |
| 10Y | +1,042.7% | +355.0% | +687.7% | +319.2% |
| All | +1,001.3% | +2,450.7% | -1,449.4% | +81.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling