+1,293.1%
MRVL vs LITE
+1,770.3%
-477.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +10.7% | -1.3% | +4.3% |
| 7D | +5.6% | +3.4% | +2.2% | +4.4% |
| 30D | -36.5% | -34.9% | -1.6% | -22.2% |
| 3M | -20.5% | -21.0% | +0.5% | -12.4% |
| 6M | -1.1% | -38.5% | +37.3% | +22.9% |
| YTD | +99.0% | +75.8% | +23.1% | +39.7% |
| 1Y | +89.3% | +156.7% | -67.4% | +7.0% |
| 3Y | +211.6% | +1,498.6% | -1,286.9% | -31.4% |
| 5Y | +134.1% | +610.9% | -476.9% | -26.6% |
| 10Y | +1,293.1% | +1,670.7% | -377.5% | +226.8% |
| All | +1,293.1% | +1,770.3% | -477.2% | +226.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE 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 LITE 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