+306.7%
MRVL vs WSM
+226.4%
+80.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.8% | -2.7% |
| 7D | +8.7% | +0.4% | +8.2% | +8.6% |
| 30D | +6.9% | -10.7% | +17.6% | +11.9% |
| 3M | -10.1% | +8.5% | -18.6% | -13.5% |
| 6M | +143.4% | +19.6% | +123.8% | +124.3% |
| YTD | +167.5% | +26.6% | +140.9% | +139.0% |
| 1Y | +239.0% | +12.0% | +227.0% | +217.4% |
| All | +306.7% | +226.4% | +80.3% | +173.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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