+534.7%
QQQ vs WEC
+197.9%
+336.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.4% |
| 7D | +3.6% | +2.3% | +1.3% | +3.1% |
| 30D | -6.7% | +11.1% | -17.8% | -9.1% |
| 3M | -7.0% | +8.4% | -15.5% | -8.9% |
| 6M | -4.7% | +7.5% | -12.2% | -6.6% |
| YTD | +11.1% | +15.3% | -4.3% | +6.6% |
| 1Y | +12.3% | +9.7% | +2.5% | +9.1% |
| 3Y | +83.3% | +64.7% | +18.6% | +56.8% |
| 5Y | +77.5% | +57.3% | +20.2% | +52.8% |
| All | +534.7% | +197.9% | +336.7% | +386.7% |
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 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