-80.8%
QID vs WCC
+228.2%
-309.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | -0.2% |
| 7D | -1.9% | +6.8% | -8.7% | +1.9% |
| 30D | +1.7% | -3.0% | +4.7% | +0.4% |
| 3M | -3.9% | +0.2% | -4.1% | -0.9% |
| 6M | -30.0% | +33.2% | -63.1% | -13.0% |
| YTD | -28.2% | +45.8% | -74.0% | -5.0% |
| 1Y | -35.6% | +68.4% | -104.0% | -5.9% |
| 3Y | -74.3% | +131.1% | -205.4% | -44.2% |
| 5Y | -80.8% | +225.6% | -306.4% | -30.1% |
| All | -80.8% | +228.2% | -309.0% | -30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling