+79.4%
MRVL vs LPLA
-21.6%
+101.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.1% | -4.7% | -4.7% |
| 7D | +11.0% | -0.9% | +12.0% | +10.9% |
| 30D | -36.1% | -9.5% | -26.6% | -35.6% |
| 3M | -29.4% | -21.9% | -7.6% | -28.6% |
| 6M | -11.9% | -2.6% | -9.2% | -13.4% |
| YTD | +84.8% | -17.8% | +102.6% | +86.9% |
| 1Y | +79.4% | -21.2% | +100.6% | +92.1% |
| All | +79.4% | -21.6% | +101.0% | +92.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling