+360.0%
MRVL vs SOXQ
+290.2%
+69.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.4% | +3.9% | +3.8% |
| 7D | +13.8% | +5.2% | +8.6% | +6.5% |
| 30D | +12.7% | -0.5% | +13.2% | +13.8% |
| 3M | -11.9% | -5.6% | -6.3% | -2.0% |
| 6M | +153.8% | +53.0% | +100.8% | +56.7% |
| YTD | +177.0% | +68.8% | +108.2% | +47.5% |
| 1Y | +252.3% | +105.7% | +146.6% | +43.9% |
| 3Y | +325.5% | +240.5% | +85.1% | -7.3% |
| 5Y | +290.9% | +266.8% | +24.1% | -14.1% |
| All | +360.0% | +290.2% | +69.8% | -3.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling