+176.1%
QLD vs WEC
+42.1%
+134.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.2% |
| 7D | +0.6% | -0.3% | +0.8% | +0.5% |
| 30D | -0.1% | -1.3% | +1.2% | -0.4% |
| 3M | -8.4% | -3.9% | -4.4% | -9.1% |
| 6M | +32.2% | -8.3% | +40.5% | +30.4% |
| YTD | +28.9% | +3.1% | +25.8% | +29.1% |
| 1Y | +43.8% | +1.9% | +41.9% | +43.9% |
| All | +176.1% | +42.1% | +134.0% | +183.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling