+323.1%
MRVL vs SOXQ
+232.9%
+90.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.8% | +2.3% | +1.7% |
| 7D | +5.6% | +0.8% | +4.9% | +4.7% |
| 30D | +8.8% | -4.6% | +13.3% | +16.0% |
| 3M | -15.9% | -10.2% | -5.7% | -0.7% |
| 6M | +161.3% | +49.7% | +111.6% | +71.8% |
| YTD | +178.2% | +67.2% | +111.0% | +56.4% |
| 1Y | +255.3% | +98.0% | +157.3% | +60.8% |
| 3Y | +323.1% | +237.2% | +86.0% | +5.7% |
| All | +323.1% | +232.9% | +90.2% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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