+1,275.8%
MRVL vs WU
-19.6%
+1,295.4%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.0% | +8.0% | +7.5% |
| 7D | +3.2% | -0.8% | +4.0% | +3.5% |
| 30D | +5.9% | -1.1% | +7.0% | +6.2% |
| 3M | -29.3% | -3.9% | -25.5% | -29.9% |
| 6M | +186.5% | -20.7% | +207.1% | +207.0% |
| YTD | +163.4% | -18.4% | +181.8% | +177.3% |
| 1Y | +249.5% | -8.1% | +257.6% | +244.2% |
| 3Y | +289.4% | -24.2% | +313.5% | +307.3% |
| 5Y | +270.2% | -50.4% | +320.7% | +368.1% |
| 10Y | +1,748.8% | -40.0% | +1,788.9% | +1,924.6% |
| All | +1,275.8% | -19.6% | +1,295.4% | +1,112.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling