+280.4%
MRVL vs WMB
+282.7%
-2.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.4% | -0.6% |
| 7D | +7.1% | +0.8% | +6.3% | +6.6% |
| 30D | +3.1% | +7.7% | -4.7% | -2.4% |
| 3M | -21.9% | +6.7% | -28.6% | -26.0% |
| 6M | +151.8% | +3.6% | +148.2% | +142.8% |
| YTD | +165.6% | +28.0% | +137.6% | +120.4% |
| 1Y | +242.3% | +37.6% | +204.6% | +168.3% |
| 3Y | +308.2% | +149.0% | +159.1% | +131.2% |
| 5Y | +280.4% | +285.3% | -4.9% | +110.4% |
| All | +280.4% | +282.7% | -2.3% | +110.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling