-13.1%
BR vs WCC
+24.5%
-37.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -9.9% | +12.9% | +1.1% |
| 7D | +7.0% | -8.8% | +15.7% | +5.4% |
| 30D | +19.0% | -16.0% | +35.0% | +15.8% |
| 3M | +13.1% | -15.2% | +28.3% | +10.7% |
| 6M | +24.6% | -8.4% | +33.0% | +24.2% |
| YTD | -13.6% | +30.1% | -43.7% | -13.2% |
| 1Y | -13.1% | +26.4% | -39.6% | -12.0% |
| All | -13.1% | +24.5% | -37.6% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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