+1,235.6%
MRVL vs QLD
+1,508.4%
-272.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -1.9% | -2.1% |
| 7D | +23.1% | +12.5% | +10.6% | +12.4% |
| 30D | -38.8% | -15.7% | -23.1% | -28.3% |
| 3M | -24.2% | -11.9% | -12.3% | -14.1% |
| 6M | 0.0% | -10.3% | +10.3% | +16.7% |
| YTD | +93.8% | +15.6% | +78.2% | +85.9% |
| 1Y | +84.4% | +12.1% | +72.3% | +81.6% |
| 3Y | +203.6% | +150.7% | +53.0% | +75.0% |
| 5Y | +127.8% | +86.6% | +41.2% | +55.2% |
| All | +1,235.6% | +1,508.4% | -272.8% | +134.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 10y: compounded portfolio wealth divided by compounded QLD 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…
10y analysis · Full analysis span regression · 6 months rolling