+1,351.8%
QLD vs WCC
+457.1%
+894.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.2% | +0.4% | +1.5% |
| 7D | -10.3% | -14.7% | +4.4% | -3.0% |
| 30D | -26.1% | -20.1% | -6.0% | -17.5% |
| 3M | -17.8% | -21.2% | +3.4% | -8.1% |
| 6M | -15.6% | -19.2% | +3.6% | -6.9% |
| YTD | +5.4% | +20.2% | -14.8% | -5.9% |
| 1Y | +5.2% | +14.5% | -9.2% | -3.8% |
| 3Y | +139.4% | +115.1% | +24.3% | +49.8% |
| 5Y | +66.7% | +121.5% | -54.8% | -0.4% |
| All | +1,351.8% | +457.1% | +894.7% | +500.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling