+7,256.1%
QLD vs WCC
+406.8%
+6,849.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -9.6% | -3.2% | -7.2% |
| 7D | -18.6% | -21.9% | +3.3% | -6.2% |
| 30D | -28.3% | -25.4% | -2.9% | -15.4% |
| 3M | -20.4% | -23.1% | +2.7% | -8.3% |
| 6M | -14.3% | -18.1% | +3.8% | -5.0% |
| YTD | +2.8% | +17.7% | -14.9% | -9.4% |
| 1Y | -1.2% | +12.4% | -13.6% | -10.6% |
| 3Y | +135.3% | +105.9% | +29.4% | +37.3% |
| 5Y | +62.6% | +116.8% | -54.2% | -11.6% |
| 10Y | +1,384.3% | +456.1% | +928.2% | +267.3% |
| All | +7,256.1% | +406.8% | +6,849.3% | +1,232.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling