+285.6%
MRVL vs SOXQ
+258.1%
+27.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.8% | +2.3% | +1.7% |
| 7D | +5.6% | +0.8% | +4.9% | +4.6% |
| 30D | +8.8% | -4.6% | +13.3% | +16.2% |
| 3M | -15.9% | -10.2% | -5.7% | -0.3% |
| 6M | +161.3% | +49.7% | +111.6% | +65.5% |
| YTD | +178.2% | +67.2% | +111.0% | +49.3% |
| 1Y | +255.3% | +98.0% | +157.3% | +51.9% |
| 3Y | +323.1% | +237.2% | +86.0% | -8.1% |
| All | +285.6% | +258.1% | +27.5% | -12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling