+285.6%
MRVL vs WMT
+133.5%
+152.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.3% | +2.7% | +3.7% |
| 7D | +5.6% | 0.0% | +5.6% | +5.6% |
| 30D | +8.8% | -7.4% | +16.2% | +10.6% |
| 3M | -15.9% | -10.9% | -5.0% | -13.7% |
| 6M | +161.3% | -12.7% | +173.9% | +168.8% |
| YTD | +178.2% | -3.2% | +181.4% | +172.6% |
| 1Y | +255.3% | +5.3% | +250.1% | +232.4% |
| 3Y | +323.1% | +101.9% | +221.3% | +181.4% |
| All | +285.6% | +133.5% | +152.0% | +131.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling