+271.9%
MRVL vs WST
-25.7%
+297.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.8% | +7.9% | +7.3% |
| 7D | +3.2% | +0.7% | +2.5% | +2.9% |
| 30D | +5.9% | -3.1% | +9.1% | +7.2% |
| 3M | -29.3% | +7.2% | -36.5% | -31.1% |
| 6M | +186.5% | +36.8% | +149.7% | +155.3% |
| YTD | +163.4% | +23.8% | +139.6% | +142.3% |
| 1Y | +249.5% | +37.8% | +211.7% | +208.2% |
| 3Y | +289.4% | -15.9% | +305.3% | +286.4% |
| All | +271.9% | -25.7% | +297.6% | +266.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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