+79.4%
MRVL vs WMB
+17.3%
+62.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.4% |
| 7D | +11.0% | +7.8% | +3.2% | +6.6% |
| 30D | -36.1% | -5.1% | -31.0% | -34.3% |
| 3M | -29.4% | -4.7% | -24.7% | -27.7% |
| 6M | -11.9% | -7.4% | -4.5% | -10.4% |
| YTD | +84.8% | +17.5% | +67.3% | +69.7% |
| 1Y | +79.4% | +19.5% | +59.9% | +62.8% |
| All | +79.4% | +17.3% | +62.1% | +62.8% |
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