+1,925.8%
MRVL vs WU
-39.1%
+1,964.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +3.8% |
| 7D | +5.6% | -3.5% | +9.1% | +7.0% |
| 30D | +8.8% | -2.9% | +11.7% | +9.7% |
| 3M | -15.9% | -2.3% | -13.6% | -17.4% |
| 6M | +161.3% | -25.4% | +186.6% | +184.6% |
| YTD | +178.2% | -21.2% | +199.4% | +194.8% |
| 1Y | +255.3% | -8.9% | +264.2% | +249.7% |
| 3Y | +323.1% | -29.0% | +352.1% | +351.8% |
| 5Y | +293.2% | -50.7% | +344.0% | +387.5% |
| All | +1,925.8% | -39.1% | +1,964.9% | +2,078.7% |
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