+239.0%
MRVL vs WMB
+30.1%
+208.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.1% | -0.3% | -2.7% |
| 7D | +8.7% | -1.7% | +10.3% | +9.1% |
| 30D | +6.9% | +0.7% | +6.2% | +6.1% |
| 3M | -10.1% | +1.5% | -11.6% | -11.3% |
| 6M | +143.4% | +0.1% | +143.4% | +139.9% |
| YTD | +167.5% | +22.9% | +144.5% | +144.0% |
| 1Y | +239.0% | +27.9% | +211.1% | +210.7% |
| All | +239.0% | +30.1% | +208.9% | +210.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling