+177.9%
MRVL vs QLD
+140.3%
+37.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.5% | +3.2% | +2.8% |
| 7D | -28.1% | -10.3% | -17.8% | -18.0% |
| 30D | -50.4% | -26.1% | -24.3% | -28.8% |
| 3M | -32.9% | -17.8% | -15.2% | -14.4% |
| 6M | -17.9% | -15.6% | -2.4% | +7.3% |
| YTD | +66.4% | +5.4% | +61.1% | +71.1% |
| 1Y | +51.5% | +5.2% | +46.3% | +56.4% |
| 3Y | +177.9% | +139.4% | +38.4% | +28.5% |
| All | +177.9% | +140.3% | +37.5% | +28.5% |
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 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