+1,832.5%
MRVL vs LII
+167.7%
+1,664.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.7% |
| 7D | +7.1% | +2.1% | +5.0% | +5.8% |
| 30D | +3.1% | -12.4% | +15.5% | +11.7% |
| 3M | -21.9% | -24.8% | +2.9% | -8.8% |
| 6M | +151.8% | -25.2% | +177.0% | +195.7% |
| YTD | +165.6% | -20.3% | +185.9% | +196.2% |
| 1Y | +242.3% | -32.9% | +275.2% | +322.8% |
| 3Y | +308.2% | +2.0% | +306.1% | +277.2% |
| 5Y | +280.4% | +24.4% | +255.9% | +199.5% |
| 10Y | +1,832.5% | +167.2% | +1,665.3% | +960.1% |
| All | +1,832.5% | +167.7% | +1,664.8% | +960.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 10y: compounded portfolio wealth divided by compounded LII 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…
10y analysis · Full analysis span regression · 6 months rolling