+1,450.1%
QLD vs WEC
+186.5%
+1,263.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | -3.8% | +1.4% | -5.2% | -4.4% |
| 30D | -20.5% | +12.8% | -33.3% | -25.2% |
| 3M | -14.6% | +11.2% | -25.9% | -19.2% |
| 6M | -14.7% | +6.6% | -21.3% | -18.2% |
| YTD | +11.2% | +13.8% | -2.6% | +2.5% |
| 1Y | +7.1% | +7.6% | -0.5% | +1.5% |
| 3Y | +141.1% | +62.2% | +78.9% | +75.5% |
| 5Y | +84.3% | +52.0% | +32.3% | +38.8% |
| 10Y | +1,450.1% | +189.4% | +1,260.7% | +852.0% |
| All | +1,450.1% | +186.5% | +1,263.5% | +852.0% |
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