+448.8%
MRVL vs QQQM
+152.5%
+296.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.5% | +4.8% |
| 7D | +13.8% | +1.0% | +12.8% | +11.6% |
| 30D | +12.7% | -0.6% | +13.3% | +14.2% |
| 3M | -11.9% | +1.3% | -13.2% | -10.3% |
| 6M | +153.8% | +18.2% | +135.7% | +100.2% |
| YTD | +177.0% | +16.9% | +160.0% | +122.0% |
| 1Y | +252.3% | +24.0% | +228.3% | +155.4% |
| 3Y | +325.5% | +96.0% | +229.5% | +53.4% |
| 5Y | +290.9% | +95.2% | +195.7% | +52.4% |
| All | +448.8% | +152.5% | +296.3% | +45.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling