+118.8%
MRVL vs LII
+17.0%
+101.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.1% | -5.8% | -5.4% |
| 7D | +11.0% | +2.9% | +8.1% | +9.1% |
| 30D | -36.1% | +0.9% | -37.0% | -37.8% |
| 3M | -29.4% | -15.5% | -13.9% | -22.7% |
| 6M | -11.9% | -30.2% | +18.3% | +8.1% |
| YTD | +84.8% | -26.8% | +111.6% | +114.5% |
| 1Y | +79.4% | -25.3% | +104.7% | +105.1% |
| 3Y | +195.7% | -7.8% | +203.5% | +166.3% |
| All | +118.8% | +17.0% | +101.8% | +44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling