+56.8%
QQQI vs WEC
+44.5%
+12.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -1.0% |
| 7D | -1.0% | -1.3% | +0.2% | -1.2% |
| 30D | -0.6% | -0.4% | -0.2% | -0.6% |
| 3M | +3.4% | -6.8% | +10.2% | +2.6% |
| 6M | +10.6% | -6.4% | +17.0% | +9.9% |
| YTD | +10.3% | +2.5% | +7.8% | +10.3% |
| 1Y | +16.3% | -0.4% | +16.7% | +16.2% |
| All | +56.8% | +44.5% | +12.3% | +65.9% |
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