-30.9%
BR vs WCC
+62.7%
-93.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.2% | +3.3% | -0.3% |
| 7D | -6.0% | +1.7% | -7.6% | -5.7% |
| 30D | -0.9% | -6.1% | +5.2% | -1.5% |
| 3M | +16.4% | +3.1% | +13.3% | +17.5% |
| 6M | -8.2% | +28.2% | -36.4% | -5.9% |
| YTD | -23.2% | +41.1% | -64.3% | -22.1% |
| 1Y | -30.9% | +61.3% | -92.2% | -30.7% |
| All | -30.9% | +62.7% | -93.6% | -30.7% |
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