+864.9%
MRVL vs WU
-21.8%
+886.8%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.4% | -6.0% | -5.2% |
| 7D | +11.0% | -2.0% | +13.1% | +11.8% |
| 30D | -36.1% | +11.4% | -47.5% | -40.0% |
| 3M | -29.4% | -6.8% | -22.6% | -28.9% |
| 6M | -11.9% | -14.6% | +2.8% | -10.1% |
| YTD | +84.8% | -20.6% | +105.4% | +92.9% |
| 1Y | +79.4% | -15.4% | +94.8% | +81.4% |
| 3Y | +195.7% | -23.6% | +219.4% | +202.7% |
| 5Y | +117.2% | -43.4% | +160.6% | +153.7% |
| 10Y | +1,193.7% | -38.8% | +1,232.5% | +1,273.1% |
| All | +864.9% | -21.8% | +886.8% | +743.2% |
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