+1,542.6%
QLD vs WEC
+195.2%
+1,347.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.7% |
| 7D | +12.5% | -0.7% | +13.2% | +12.9% |
| 30D | -15.7% | +11.0% | -26.7% | -20.0% |
| 3M | -11.9% | +8.6% | -20.5% | -15.6% |
| 6M | -10.3% | +6.2% | -16.4% | -13.8% |
| YTD | +15.6% | +14.3% | +1.3% | +6.4% |
| 1Y | +12.1% | +8.4% | +3.8% | +5.9% |
| 3Y | +150.7% | +62.9% | +87.8% | +82.2% |
| 5Y | +86.6% | +55.8% | +30.8% | +38.5% |
| All | +1,542.6% | +195.2% | +1,347.3% | +902.9% |
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