+255.3%
MRVL vs LQD
-2.4%
+257.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.1% | +4.1% |
| 7D | +5.6% | -1.1% | +6.7% | +9.4% |
| 30D | +8.8% | -1.3% | +10.0% | +13.5% |
| 3M | -15.9% | -3.2% | -12.7% | -7.3% |
| 6M | +161.3% | -2.1% | +163.4% | +182.4% |
| YTD | +178.2% | -2.4% | +180.6% | +199.5% |
| 1Y | +255.3% | -2.7% | +258.0% | +288.5% |
| All | +255.3% | -2.4% | +257.7% | +288.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD 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 LQD 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