+8.9%
QQQI vs WEC
+9.7%
-0.8%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.4% | +1.6% |
| 7D | -4.2% | +6.9% | -11.1% | -2.6% |
| 30D | -7.1% | +16.6% | -23.7% | -3.6% |
| 3M | -2.7% | +9.1% | -11.7% | -0.5% |
| 6M | +2.0% | +3.2% | -1.2% | +3.1% |
| YTD | +8.2% | +14.9% | -6.7% | +11.9% |
| 1Y | +8.9% | +9.2% | -0.3% | +12.6% |
| All | +8.9% | +9.7% | -0.8% | +12.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling