+290.9%
MRVL vs LNT
+31.1%
+259.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.1% | +5.4% | +4.4% |
| 7D | +13.8% | +0.2% | +13.6% | +13.8% |
| 30D | +12.7% | -0.5% | +13.2% | +12.8% |
| 3M | -11.9% | -5.5% | -6.4% | -11.7% |
| 6M | +153.8% | -3.8% | +157.6% | +153.2% |
| YTD | +177.0% | +6.8% | +170.1% | +171.2% |
| 1Y | +252.3% | +9.3% | +243.0% | +243.0% |
| 3Y | +325.5% | +47.9% | +277.6% | +274.8% |
| 5Y | +290.9% | +31.6% | +259.3% | +254.4% |
| All | +290.9% | +31.1% | +259.8% | +254.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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