+5,142.2%
MRVL vs LQD
+190.1%
+4,952.1%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | 0.0% | +7.1% | +7.1% |
| 7D | +3.2% | -0.4% | +3.6% | +3.5% |
| 30D | +5.9% | -0.8% | +6.7% | +6.5% |
| 3M | -29.3% | -1.9% | -27.4% | -28.3% |
| 6M | +186.5% | -2.7% | +189.1% | +192.2% |
| YTD | +163.4% | -1.3% | +164.7% | +166.5% |
| 1Y | +249.5% | 0.0% | +249.5% | +250.9% |
| 3Y | +289.4% | +14.9% | +274.5% | +263.0% |
| 5Y | +270.2% | -4.6% | +274.8% | +270.5% |
| 10Y | +1,748.8% | +22.0% | +1,726.8% | +1,661.6% |
| All | +5,142.2% | +190.1% | +4,952.1% | +10,000.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling