+278.0%
MRVL vs WY
-22.3%
+300.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.7% | -0.8% | -1.8% |
| 7D | +8.7% | -3.7% | +12.4% | +11.3% |
| 30D | +6.9% | -11.3% | +18.2% | +15.3% |
| 3M | -10.1% | -8.1% | -2.0% | -6.5% |
| 6M | +143.4% | -7.4% | +150.9% | +150.9% |
| YTD | +167.5% | -4.7% | +172.2% | +166.9% |
| 1Y | +239.0% | -9.2% | +248.2% | +247.5% |
| 3Y | +311.0% | -24.7% | +335.7% | +361.5% |
| 5Y | +278.0% | -21.6% | +299.5% | +381.6% |
| All | +278.0% | -22.3% | +300.3% | +381.6% |
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