-73.0%
QID vs WCN
+18.2%
-91.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.1% | +3.4% | +2.1% |
| 7D | +2.7% | -4.4% | +7.2% | +1.9% |
| 30D | +3.3% | -4.4% | +7.8% | +2.4% |
| 3M | -5.5% | +0.5% | -6.0% | -5.3% |
| 6M | -28.4% | -3.3% | -25.1% | -29.7% |
| YTD | -26.6% | -8.5% | -18.1% | -29.7% |
| 1Y | -34.1% | -8.9% | -25.2% | -37.4% |
| All | -73.0% | +18.2% | -91.2% | -69.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling