+1,570.9%
QQQ vs WEC
+1,935.3%
-364.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | +0.4% | -0.3% | +0.6% | +0.4% |
| 30D | +0.2% | -1.3% | +1.5% | +0.6% |
| 3M | -2.8% | -3.9% | +1.1% | -1.8% |
| 6M | +18.0% | -8.3% | +26.3% | +20.9% |
| YTD | +17.3% | +3.1% | +14.3% | +15.2% |
| 1Y | +25.6% | +1.9% | +23.7% | +23.6% |
| 3Y | +93.7% | +41.9% | +51.8% | +65.9% |
| 5Y | +94.2% | +30.8% | +63.4% | +69.4% |
| 10Y | +557.9% | +141.9% | +415.9% | +328.7% |
| All | +1,570.9% | +1,935.3% | -364.3% | +433.7% |
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 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