+285.6%
MRVL vs QQQM
+95.1%
+190.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.1% | +2.3% |
| 7D | +5.6% | -0.6% | +6.2% | +6.9% |
| 30D | +8.8% | -1.2% | +10.0% | +11.6% |
| 3M | -15.9% | -0.1% | -15.8% | -12.3% |
| 6M | +161.3% | +18.0% | +143.3% | +106.0% |
| YTD | +178.2% | +16.7% | +161.5% | +123.0% |
| 1Y | +255.3% | +23.0% | +232.3% | +159.9% |
| 3Y | +323.1% | +93.3% | +229.8% | +53.0% |
| All | +285.6% | +95.1% | +190.5% | +47.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling