+1,631.1%
QLD vs WEC
+141.2%
+1,489.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.7% |
| 7D | +0.6% | -0.3% | +0.8% | +0.7% |
| 30D | -0.1% | -1.3% | +1.2% | +0.4% |
| 3M | -8.4% | -3.9% | -4.4% | -7.3% |
| 6M | +32.2% | -8.3% | +40.5% | +36.4% |
| YTD | +28.9% | +3.1% | +25.8% | +25.0% |
| 1Y | +43.8% | +1.9% | +41.9% | +39.7% |
| 3Y | +176.6% | +41.9% | +134.7% | +115.8% |
| 5Y | +121.6% | +30.8% | +90.8% | +80.6% |
| All | +1,631.1% | +141.2% | +1,489.8% | +1,039.0% |
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