+40.8%
WEC vs QID
-74.5%
+115.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | +0.8% | -2.7% | +3.6% | +0.9% |
| 30D | +0.3% | +1.8% | -1.5% | +0.3% |
| 3M | -2.9% | -2.2% | -0.8% | -2.9% |
| 6M | -5.9% | -32.1% | +26.2% | -5.2% |
| YTD | +4.1% | -28.6% | +32.7% | +4.8% |
| 1Y | +3.1% | -36.3% | +39.5% | +3.9% |
| 3Y | +40.8% | -74.4% | +115.2% | +35.3% |
| All | +40.8% | -74.5% | +115.3% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 3y: compounded portfolio wealth divided by compounded QID 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…
3y analysis · Full analysis span regression · 6 months rolling