+1,286.7%
MRVL vs LPLA
+1,311.2%
-24.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.3% | +7.4% | +7.2% |
| 7D | +3.2% | -3.1% | +6.3% | +4.4% |
| 30D | +5.9% | -0.1% | +6.0% | +5.5% |
| 3M | -29.3% | +23.2% | -52.6% | -35.8% |
| 6M | +186.5% | +15.5% | +170.9% | +165.1% |
| YTD | +163.4% | +0.9% | +162.6% | +155.5% |
| 1Y | +249.5% | +0.2% | +249.3% | +239.1% |
| 3Y | +289.4% | +55.2% | +234.1% | +221.4% |
| 5Y | +270.2% | +145.4% | +124.8% | +156.4% |
| 10Y | +1,748.8% | +1,229.7% | +519.2% | +641.0% |
| All | +1,286.7% | +1,311.2% | -24.6% | +369.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling