+1,204.0%
MRVL vs QLD
+1,470.2%
-266.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +6.8% | +2.7% | +4.0% |
| 7D | -9.8% | -1.4% | -8.4% | -8.1% |
| 30D | -43.8% | -19.6% | -24.3% | -31.8% |
| 3M | -29.3% | -14.1% | -15.2% | -18.3% |
| 6M | -9.1% | -13.6% | +4.5% | +9.2% |
| YTD | +82.2% | +12.5% | +69.7% | +78.3% |
| 1Y | +70.3% | +13.1% | +57.2% | +66.5% |
| 3Y | +197.0% | +154.7% | +42.3% | +69.7% |
| 5Y | +115.8% | +81.1% | +34.7% | +50.3% |
| 10Y | +1,204.0% | +1,418.0% | -213.9% | +143.9% |
| All | +1,204.0% | +1,470.2% | -266.2% | +143.9% |
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