+1,758.4%
MRVL vs WMT
+824.9%
+933.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.3% |
| 7D | +7.1% | +0.1% | +7.0% | +7.0% |
| 30D | +3.1% | -5.0% | +8.0% | +4.6% |
| 3M | -21.9% | -11.3% | -10.7% | -19.0% |
| 6M | +151.8% | -13.8% | +165.6% | +163.5% |
| YTD | +165.6% | -4.2% | +169.8% | +162.6% |
| 1Y | +242.3% | +4.6% | +237.7% | +220.9% |
| 3Y | +308.2% | +100.5% | +207.7% | +172.1% |
| 5Y | +280.4% | +129.7% | +150.7% | +133.7% |
| 10Y | +1,832.5% | +423.4% | +1,409.1% | +655.3% |
| All | +1,758.4% | +824.9% | +933.5% | +409.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling