+1,743.1%
MRVL vs LII
+3,899.6%
-2,156.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.2% | +5.9% | +6.5% |
| 7D | +3.2% | -0.7% | +3.9% | +3.6% |
| 30D | +5.9% | -12.6% | +18.5% | +13.0% |
| 3M | -29.3% | -24.4% | -4.9% | -20.0% |
| 6M | +186.5% | -28.7% | +215.2% | +233.5% |
| YTD | +163.4% | -19.1% | +182.6% | +186.9% |
| 1Y | +249.5% | -29.7% | +279.2% | +304.9% |
| 3Y | +289.4% | +4.8% | +284.6% | +270.2% |
| 5Y | +270.2% | +24.6% | +245.7% | +225.1% |
| 10Y | +1,748.8% | +169.2% | +1,579.6% | +1,026.0% |
| All | +1,743.1% | +3,899.6% | -2,156.5% | +142.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling