+912.3%
MRVL vs WU
-22.9%
+935.2%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.4% | -2.1% |
| 7D | +23.1% | -5.3% | +28.4% | +25.7% |
| 30D | -38.8% | +9.0% | -47.8% | -42.0% |
| 3M | -24.2% | -3.6% | -20.7% | -24.8% |
| 6M | 0.0% | -19.4% | +19.4% | +4.5% |
| YTD | +93.8% | -21.7% | +115.5% | +103.5% |
| 1Y | +84.4% | -16.1% | +100.5% | +87.1% |
| 3Y | +203.6% | -24.1% | +227.7% | +211.5% |
| 5Y | +127.8% | -44.1% | +172.0% | +167.8% |
| 10Y | +1,257.2% | -39.6% | +1,296.8% | +1,349.1% |
| All | +912.3% | -22.9% | +935.2% | +789.9% |
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 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