+8.2%
QQQI vs WCN
+14.9%
-6.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.8% | +1.4% |
| 7D | -4.2% | +6.7% | -11.0% | -3.2% |
| 30D | -7.1% | +24.3% | -31.4% | -3.9% |
| 3M | -2.7% | +16.1% | -18.8% | -0.2% |
| 6M | +2.0% | +19.9% | -18.0% | +5.0% |
| YTD | +8.2% | +10.1% | -1.9% | +12.1% |
| All | +8.2% | +14.9% | -6.7% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1y: compounded portfolio wealth divided by compounded WCN 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…
1y analysis · Full analysis span regression · 6 months rolling