+1,418.0%
QLD vs WEC
+178.6%
+1,239.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.1% | +5.7% | +6.3% |
| 7D | -1.4% | +0.2% | -1.6% | -1.6% |
| 30D | -19.6% | +12.9% | -32.5% | -24.3% |
| 3M | -14.1% | +9.8% | -23.9% | -18.2% |
| 6M | -13.6% | +6.7% | -20.4% | -17.3% |
| YTD | +12.5% | +14.0% | -1.4% | +3.7% |
| 1Y | +13.1% | +7.3% | +5.8% | +7.4% |
| 3Y | +154.7% | +63.8% | +90.9% | +84.3% |
| 5Y | +81.1% | +54.8% | +26.3% | +34.7% |
| 10Y | +1,418.0% | +185.7% | +1,232.3% | +827.4% |
| All | +1,418.0% | +178.6% | +1,239.4% | +827.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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