+50,186.6%
QCOM vs WEC
+2,962.0%
+47,224.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.3% |
| 7D | +3.3% | -0.3% | +3.6% | +3.4% |
| 30D | +7.7% | -1.3% | +9.0% | +8.1% |
| 3M | -30.1% | -3.9% | -26.1% | -29.5% |
| 6M | +22.8% | -8.3% | +31.2% | +25.8% |
| YTD | +0.2% | +3.1% | -2.9% | -1.5% |
| 1Y | +7.9% | +1.9% | +5.9% | +6.2% |
| 3Y | +55.8% | +41.9% | +13.9% | +34.1% |
| 5Y | +30.1% | +30.8% | -0.7% | +13.9% |
| 10Y | +248.9% | +141.9% | +107.0% | +129.7% |
| All | +50,186.6% | +2,962.0% | +47,224.6% | +13,113.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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