+321.2%
MRVL vs WPM
+273.6%
+47.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.1% | +3.2% | +3.9% |
| 7D | +13.8% | +3.9% | +9.9% | +12.1% |
| 30D | +12.7% | +17.7% | -5.0% | +5.6% |
| 3M | -11.9% | +39.4% | -51.3% | -22.6% |
| 6M | +153.8% | +6.4% | +147.4% | +141.3% |
| YTD | +177.0% | +34.0% | +143.0% | +147.0% |
| 1Y | +252.3% | +50.5% | +201.8% | +203.0% |
| All | +321.2% | +273.6% | +47.6% | +167.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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