+1,173.1%
MRVL vs QLD
+1,468.8%
-295.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.5% | -2.2% | -2.7% |
| 7D | +11.0% | +7.0% | +4.0% | +5.5% |
| 30D | -36.1% | -14.3% | -21.8% | -26.2% |
| 3M | -29.4% | -16.0% | -13.4% | -16.8% |
| 6M | -11.9% | -14.2% | +2.4% | +6.5% |
| YTD | +84.8% | +12.8% | +72.0% | +80.9% |
| 1Y | +79.4% | +14.1% | +65.4% | +74.8% |
| 3Y | +195.7% | +146.0% | +49.8% | +73.3% |
| 5Y | +117.2% | +82.0% | +35.2% | +51.0% |
| All | +1,173.1% | +1,468.8% | -295.7% | +128.2% |
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