+1,064.4%
MRVL vs LII
+3,415.5%
-2,351.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.0% | +7.7% | +6.7% |
| 7D | -28.1% | -0.6% | -27.5% | -28.1% |
| 30D | -50.4% | -4.6% | -45.8% | -50.0% |
| 3M | -32.9% | -21.2% | -11.7% | -26.0% |
| 6M | -17.9% | -36.4% | +18.5% | -0.3% |
| YTD | +66.4% | -28.9% | +95.4% | +89.7% |
| 1Y | +51.5% | -29.5% | +81.1% | +73.5% |
| 3Y | +177.9% | -8.6% | +186.5% | +178.2% |
| 5Y | +100.0% | +20.2% | +79.8% | +76.7% |
| 10Y | +1,108.1% | +166.2% | +941.9% | +633.1% |
| All | +1,064.4% | +3,415.5% | -2,351.2% | +60.7% |
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