+6.0%
WEC vs QID
+1.8%
+4.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.6% | +5.0% | +0.9% |
| 7D | -0.5% | -1.1% | +0.6% | -0.6% |
| 30D | +12.0% | +14.4% | -2.4% | +9.8% |
| 3M | +11.1% | +6.7% | +4.4% | +9.6% |
| 6M | +6.0% | +2.6% | +3.4% | +4.4% |
| All | +6.0% | +1.8% | +4.2% | +4.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling