+1,292.0%
MRVL vs WMB
+517.2%
+774.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +2.2% | +7.2% | +8.8% |
| 7D | +5.6% | +1.6% | +4.1% | +5.5% |
| 30D | -36.5% | -7.1% | -29.4% | -35.1% |
| 3M | -20.5% | -4.0% | -16.5% | -19.5% |
| 6M | -1.1% | -5.7% | +4.6% | +0.4% |
| YTD | +99.0% | +17.2% | +81.8% | +91.8% |
| 1Y | +89.3% | +17.2% | +72.1% | +82.4% |
| 3Y | +211.6% | +121.1% | +90.6% | +161.9% |
| 5Y | +134.1% | +197.2% | -63.1% | +84.6% |
| 10Y | +1,293.1% | +280.9% | +1,012.2% | +901.9% |
| All | +1,292.0% | +517.2% | +774.8% | +756.9% |
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