+3,576.8%
MRVL vs LQD
+185.1%
+3,391.7%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.2% | -4.4% | -4.5% |
| 7D | +11.0% | -1.6% | +12.7% | +12.2% |
| 30D | -36.1% | +0.5% | -36.6% | -36.4% |
| 3M | -29.4% | -2.3% | -27.1% | -28.4% |
| 6M | -11.9% | -3.1% | -8.8% | -10.0% |
| YTD | +84.8% | -3.0% | +87.8% | +88.8% |
| 1Y | +79.4% | -2.6% | +82.0% | +83.0% |
| 3Y | +195.7% | +15.2% | +180.6% | +175.5% |
| 5Y | +117.2% | -5.2% | +122.3% | +118.6% |
| 10Y | +1,193.7% | +24.6% | +1,169.2% | +1,136.3% |
| All | +3,576.8% | +185.1% | +3,391.7% | +7,054.8% |
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