+306.7%
MRVL vs WMT
+99.6%
+207.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.3% | -3.4% |
| 7D | +8.7% | -2.5% | +11.2% | +8.9% |
| 30D | +6.9% | -6.4% | +13.3% | +7.5% |
| 3M | -10.1% | -12.1% | +2.0% | -8.5% |
| 6M | +143.4% | -15.0% | +158.4% | +149.7% |
| YTD | +167.5% | -4.5% | +172.0% | +161.9% |
| 1Y | +239.0% | +6.2% | +232.8% | +215.1% |
| All | +306.7% | +99.6% | +207.1% | +189.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 3y: compounded portfolio wealth divided by compounded WMT 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…
3y analysis · Full analysis span regression · 6 months rolling