+552.9%
QQQ vs WEC
+146.6%
+406.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.9% |
| 7D | -1.3% | -1.3% | 0.0% | -1.0% |
| 30D | -1.4% | -0.4% | -1.0% | -1.3% |
| 3M | +2.3% | -6.8% | +9.1% | +3.8% |
| 6M | +16.9% | -6.4% | +23.3% | +18.3% |
| YTD | +15.6% | +2.5% | +13.1% | +14.2% |
| 1Y | +22.6% | -0.4% | +23.0% | +21.9% |
| 3Y | +93.5% | +38.5% | +55.0% | +73.3% |
| 5Y | +93.9% | +31.7% | +62.2% | +75.0% |
| All | +552.9% | +146.6% | +406.3% | +422.4% |
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