+558.6%
QQQ vs WCN
+235.9%
+322.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -0.6% | -3.1% | +2.5% | +0.9% |
| 30D | -1.2% | -3.4% | +2.2% | +0.4% |
| 3M | -0.2% | +3.0% | -3.2% | -2.5% |
| 6M | +17.9% | -3.8% | +21.7% | +18.5% |
| YTD | +16.6% | -8.3% | +25.0% | +19.8% |
| 1Y | +23.0% | -9.7% | +32.7% | +26.8% |
| 3Y | +92.9% | +17.2% | +75.8% | +66.6% |
| 5Y | +95.6% | +25.3% | +70.3% | +59.5% |
| All | +558.6% | +235.9% | +322.7% | +229.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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