+249.5%
MRVL vs LUMN
+42.5%
+207.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -2.0% | +9.1% | +7.7% |
| 7D | +3.2% | +12.1% | -8.9% | -1.0% |
| 30D | +5.9% | +11.3% | -5.4% | +1.6% |
| 3M | -29.3% | -31.6% | +2.3% | -21.0% |
| 6M | +186.5% | -2.7% | +189.2% | +190.4% |
| YTD | +163.4% | -12.9% | +176.3% | +168.4% |
| 1Y | +249.5% | +36.2% | +213.3% | +221.5% |
| All | +249.5% | +42.5% | +207.0% | +221.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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