+232.1%
MRVL vs QQQI
+56.3%
+175.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -1.1% |
| 7D | +8.7% | -1.0% | +9.7% | +11.8% |
| 30D | +6.9% | -0.6% | +7.5% | +8.6% |
| 3M | -10.1% | +3.4% | -13.5% | -13.4% |
| 6M | +143.4% | +10.6% | +132.8% | +106.4% |
| YTD | +167.5% | +10.3% | +157.2% | +127.3% |
| 1Y | +239.0% | +16.3% | +222.6% | +154.9% |
| All | +232.1% | +56.3% | +175.8% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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