+1,235.6%
MRVL vs WU
-39.7%
+1,275.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.4% | -2.2% |
| 7D | +23.1% | -5.3% | +28.4% | +25.1% |
| 30D | -38.8% | +9.0% | -47.8% | -41.4% |
| 3M | -24.2% | -3.6% | -20.7% | -24.6% |
| 6M | 0.0% | -19.4% | +19.4% | +4.2% |
| YTD | +93.8% | -21.7% | +115.5% | +102.8% |
| 1Y | +84.4% | -16.1% | +100.5% | +86.8% |
| 3Y | +203.6% | -24.1% | +227.7% | +210.1% |
| 5Y | +127.8% | -44.1% | +172.0% | +165.0% |
| All | +1,235.6% | -39.7% | +1,275.3% | +1,322.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling