+195.7%
MRVL vs WMT
+138.3%
+57.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.5% | -6.2% | -4.6% |
| 7D | +11.0% | +2.0% | +9.0% | +11.1% |
| 30D | -36.1% | +10.3% | -46.4% | -36.1% |
| 3M | -29.4% | +11.0% | -40.4% | -29.3% |
| 6M | -11.9% | -2.3% | -9.5% | -8.5% |
| YTD | +84.8% | +15.7% | +69.1% | +79.6% |
| 1Y | +79.4% | +26.0% | +53.4% | +68.1% |
| 3Y | +195.7% | +136.5% | +59.2% | +111.4% |
| All | +195.7% | +138.3% | +57.4% | +111.4% |
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