-23.1%
QID vs WCC
+22.3%
-45.5%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.3% | +1.7% |
| 7D | -7.1% | +9.9% | -17.1% | -1.7% |
| 30D | +12.6% | -8.4% | +21.1% | +10.2% |
| 3M | +14.2% | -10.3% | +24.6% | +11.9% |
| 6M | +6.2% | -10.5% | +16.7% | +7.2% |
| YTD | -21.8% | +32.2% | -54.0% | -0.5% |
| 1Y | -23.1% | +25.5% | -48.7% | -4.9% |
| All | -23.1% | +22.3% | -45.5% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling