+308.2%
MRVL vs LPLA
+50.5%
+257.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.4% | +2.0% |
| 7D | +7.1% | -2.1% | +9.2% | +8.1% |
| 30D | +3.1% | -3.3% | +6.4% | +4.0% |
| 3M | -21.9% | +23.5% | -45.5% | -31.3% |
| 6M | +151.8% | +12.0% | +139.8% | +131.8% |
| YTD | +165.6% | -1.7% | +167.3% | +160.4% |
| 1Y | +242.3% | +3.2% | +239.0% | +224.0% |
| 3Y | +308.2% | +46.2% | +262.0% | +262.3% |
| All | +308.2% | +50.5% | +257.7% | +262.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling