+1,450.1%
QLD vs WCC
+460.5%
+989.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -3.8% | -9.9% | +6.1% | +1.3% |
| 30D | -20.5% | -13.4% | -7.1% | -14.8% |
| 3M | -14.6% | -13.5% | -1.2% | -8.8% |
| 6M | -14.7% | -10.6% | -4.1% | -10.5% |
| YTD | +11.2% | +30.1% | -18.9% | -4.7% |
| 1Y | +7.1% | +22.3% | -15.2% | -5.4% |
| 3Y | +141.1% | +130.3% | +10.8% | +45.2% |
| 5Y | +84.3% | +144.5% | -60.2% | +4.4% |
| 10Y | +1,450.1% | +431.8% | +1,018.2% | +496.9% |
| All | +1,450.1% | +460.5% | +989.5% | +496.9% |
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 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