+118.8%
MRVL vs WY
-31.4%
+150.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.7% | -6.4% | -5.6% |
| 7D | +11.0% | -0.8% | +11.8% | +11.5% |
| 30D | -36.1% | +10.1% | -46.2% | -40.9% |
| 3M | -29.4% | -15.4% | -14.0% | -23.0% |
| 6M | -11.9% | -8.3% | -3.6% | -10.5% |
| YTD | +84.8% | -9.8% | +94.6% | +86.7% |
| 1Y | +79.4% | -3.9% | +83.3% | +71.8% |
| 3Y | +195.7% | -23.3% | +219.1% | +211.3% |
| All | +118.8% | -31.4% | +150.2% | +188.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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