+323.1%
MRVL vs QQQM
+94.0%
+229.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.1% | +2.1% |
| 7D | +5.6% | -0.6% | +6.2% | +7.0% |
| 30D | +8.8% | -1.2% | +10.0% | +11.9% |
| 3M | -15.9% | -0.1% | -15.8% | -12.2% |
| 6M | +161.3% | +18.0% | +143.3% | +101.2% |
| YTD | +178.2% | +16.7% | +161.5% | +118.0% |
| 1Y | +255.3% | +23.0% | +232.3% | +151.1% |
| 3Y | +323.1% | +93.3% | +229.8% | +46.4% |
| All | +323.1% | +94.0% | +229.1% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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