-99.1%
QID vs WCN
+235.9%
-335.0%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.6% |
| 7D | +1.3% | -3.1% | +4.4% | -1.7% |
| 30D | +2.9% | -3.4% | +6.3% | -0.3% |
| 3M | -0.7% | +3.0% | -3.7% | +1.2% |
| 6M | -29.7% | -3.8% | -25.9% | -33.9% |
| YTD | -27.9% | -8.3% | -19.6% | -35.5% |
| 1Y | -34.6% | -9.7% | -24.8% | -42.9% |
| 3Y | -73.5% | +17.2% | -90.7% | -66.6% |
| 5Y | -81.0% | +25.3% | -106.3% | -70.7% |
| All | -99.1% | +235.9% | -335.0% | -95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling