+290.9%
MRVL vs WPM
+261.4%
+29.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +5.7% |
| 3M | -11.9% | +39.4% | -51.3% | -22.5% |
| 6M | +153.8% | +6.4% | +147.4% | +144.0% |
| YTD | +177.0% | +34.0% | +143.0% | +145.7% |
| 1Y | +252.3% | +50.5% | +201.8% | +198.9% |
| 3Y | +325.5% | +280.3% | +45.2% | +149.2% |
| 5Y | +290.9% | +266.3% | +24.5% | +122.0% |
| All | +290.9% | +261.4% | +29.5% | +122.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling