+58.2%
QQQI vs WEC
+44.5%
+13.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.3% | -0.6% | +0.2% | -0.4% |
| 30D | -0.3% | -2.6% | +2.3% | -0.6% |
| 3M | +1.3% | -6.0% | +7.4% | +0.6% |
| 6M | +11.5% | -5.4% | +16.9% | +10.9% |
| YTD | +11.3% | +2.5% | +8.8% | +11.3% |
| 1Y | +16.9% | -0.7% | +17.6% | +16.7% |
| All | +58.2% | +44.5% | +13.7% | +67.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling