+1,501.1%
QQQ vs WEC
+2,157.0%
-655.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +6.4% | -0.7% | +7.1% | +6.6% |
| 30D | -7.5% | +11.0% | -18.4% | -10.9% |
| 3M | -4.8% | +8.6% | -13.4% | -7.7% |
| 6M | -2.5% | +6.2% | -8.7% | -5.1% |
| YTD | +12.4% | +14.3% | -1.9% | +6.3% |
| 1Y | +11.3% | +8.4% | +2.9% | +7.2% |
| 3Y | +85.0% | +62.9% | +22.1% | +50.8% |
| 5Y | +79.6% | +55.8% | +23.8% | +47.0% |
| 10Y | +535.9% | +193.2% | +342.7% | +285.0% |
| All | +1,501.1% | +2,157.0% | -655.9% | +392.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling