+1,925.8%
MRVL vs LPLA
+1,251.7%
+674.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.9% | +2.1% | +3.2% |
| 7D | +5.6% | -1.5% | +7.2% | +6.3% |
| 30D | +8.8% | -6.0% | +14.8% | +11.2% |
| 3M | -15.9% | +24.0% | -39.9% | -24.8% |
| 6M | +161.3% | +17.0% | +144.3% | +137.5% |
| YTD | +178.2% | -0.7% | +178.9% | +170.2% |
| 1Y | +255.3% | +2.1% | +253.2% | +240.1% |
| 3Y | +323.1% | +48.7% | +274.4% | +243.7% |
| 5Y | +293.2% | +151.2% | +142.0% | +150.8% |
| All | +1,925.8% | +1,251.7% | +674.1% | +690.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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