+1,954.1%
MRVL vs WMB
+315.8%
+1,638.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.2% | +4.7% |
| 7D | +13.8% | 0.0% | +13.8% | +13.8% |
| 30D | +12.7% | +4.6% | +8.1% | +9.9% |
| 3M | -11.9% | +5.7% | -17.7% | -14.8% |
| 6M | +153.8% | +4.2% | +149.6% | +147.1% |
| YTD | +177.0% | +26.8% | +150.1% | +145.2% |
| 1Y | +252.3% | +34.7% | +217.7% | +202.6% |
| 3Y | +325.5% | +146.8% | +178.7% | +187.1% |
| 5Y | +290.9% | +285.0% | +5.9% | +122.3% |
| 10Y | +1,954.1% | +313.2% | +1,640.9% | +943.6% |
| All | +1,954.1% | +315.8% | +1,638.3% | +943.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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