+323.1%
MRVL vs LUMN
+385.3%
-62.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.9% | +2.1% | +3.8% |
| 7D | +5.6% | +2.5% | +3.1% | +5.3% |
| 30D | +8.8% | +10.3% | -1.6% | +7.2% |
| 3M | -15.9% | -18.3% | +2.4% | -13.7% |
| 6M | +161.3% | +4.4% | +156.9% | +161.1% |
| YTD | +178.2% | -10.7% | +188.9% | +180.3% |
| 1Y | +255.3% | +14.0% | +241.4% | +248.6% |
| 3Y | +323.1% | +406.6% | -83.5% | +276.1% |
| All | +323.1% | +385.3% | -62.2% | +276.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling