+162.8%
MRVL vs QLD
+134.4%
+28.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -12.7% | -3.7% | -1.8% |
| 7D | -38.8% | -18.6% | -20.3% | -22.0% |
| 30D | -53.5% | -28.3% | -25.2% | -30.9% |
| 3M | -36.7% | -20.4% | -16.3% | -16.2% |
| 6M | -20.8% | -14.3% | -6.5% | +2.1% |
| YTD | +57.4% | +2.8% | +54.7% | +66.5% |
| 1Y | +44.0% | -1.2% | +45.2% | +58.8% |
| All | +162.8% | +134.4% | +28.5% | +25.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling