+290.9%
MRVL vs WU
-51.4%
+342.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.1% | +4.5% |
| 7D | +13.8% | -4.9% | +18.7% | +15.6% |
| 30D | +12.7% | -1.3% | +14.0% | +12.9% |
| 3M | -11.9% | -3.6% | -8.4% | -13.3% |
| 6M | +153.8% | -24.3% | +178.2% | +173.1% |
| YTD | +177.0% | -21.1% | +198.0% | +191.5% |
| 1Y | +252.3% | -10.3% | +262.7% | +246.8% |
| 3Y | +325.5% | -28.4% | +353.9% | +347.7% |
| 5Y | +290.9% | -51.2% | +342.1% | +373.9% |
| All | +290.9% | -51.4% | +342.3% | +373.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling