+1,758.8%
MRVL vs LITE
+2,385.9%
-627.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +4.0% | +3.0% | +5.2% |
| 7D | +3.2% | -1.5% | +4.7% | +3.8% |
| 30D | +5.9% | +6.7% | -0.7% | +1.9% |
| 3M | -29.3% | -6.8% | -22.6% | -26.9% |
| 6M | +186.5% | +29.4% | +157.0% | +143.4% |
| YTD | +163.4% | +139.1% | +24.4% | +61.9% |
| 1Y | +249.5% | +521.0% | -271.5% | +27.0% |
| 3Y | +289.4% | +1,535.3% | -1,245.9% | -14.5% |
| 5Y | +270.2% | +889.8% | -619.6% | +1.5% |
| All | +1,758.8% | +2,385.9% | -627.1% | +274.3% |
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