+1,743.1%
MRVL vs WMB
+559.2%
+1,183.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.1% | +6.9% | +7.0% |
| 7D | +3.2% | +0.6% | +2.6% | +3.0% |
| 30D | +5.9% | +3.3% | +2.7% | +4.9% |
| 3M | -29.3% | +3.1% | -32.5% | -30.1% |
| 6M | +186.5% | -0.7% | +187.2% | +186.0% |
| YTD | +163.4% | +25.2% | +138.3% | +148.9% |
| 1Y | +249.5% | +32.9% | +216.6% | +225.4% |
| 3Y | +289.4% | +140.6% | +148.8% | +219.3% |
| 5Y | +270.2% | +273.5% | -3.2% | +175.9% |
| 10Y | +1,748.8% | +334.2% | +1,414.6% | +1,184.2% |
| All | +1,743.1% | +559.2% | +1,183.8% | +1,012.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling