+83.3%
QQQ vs WEC
+64.2%
+19.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.1% |
| 7D | +3.6% | +2.3% | +1.3% | +4.0% |
| 30D | -6.7% | +11.1% | -17.8% | -5.2% |
| 3M | -7.0% | +8.4% | -15.5% | -5.8% |
| 6M | -4.7% | +7.5% | -12.2% | -3.6% |
| YTD | +11.1% | +15.3% | -4.3% | +13.1% |
| 1Y | +12.3% | +9.7% | +2.5% | +14.0% |
| 3Y | +83.3% | +64.7% | +18.6% | +94.5% |
| All | +83.3% | +64.2% | +19.1% | +94.5% |
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