+926.7%
MRVL vs QLD
+9,036.4%
-8,109.7%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.3% | +6.7% | +6.8% |
| 7D | +3.2% | +0.6% | +2.6% | +2.8% |
| 30D | +5.9% | -0.1% | +6.1% | +6.1% |
| 3M | -29.3% | -8.4% | -21.0% | -22.2% |
| 6M | +186.5% | +32.2% | +154.3% | +146.8% |
| YTD | +163.4% | +28.9% | +134.5% | +130.7% |
| 1Y | +249.5% | +43.8% | +205.7% | +185.2% |
| 3Y | +289.4% | +176.6% | +112.8% | +118.1% |
| 5Y | +270.2% | +121.6% | +148.7% | +138.4% |
| 10Y | +1,748.8% | +1,652.9% | +95.9% | +212.2% |
| All | +926.7% | +9,036.4% | -8,109.7% | -59.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling