+1,172.5%
BR vs WCC
+466.1%
+706.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.9% | -7.2% | -4.3% |
| 7D | -5.3% | +4.5% | -9.8% | -6.3% |
| 30D | +6.4% | -5.8% | +12.2% | +7.6% |
| 3M | +13.6% | -3.7% | +17.3% | +13.4% |
| 6M | -6.7% | +23.1% | -29.8% | -13.4% |
| YTD | -21.1% | +44.2% | -65.3% | -30.0% |
| 1Y | -29.6% | +62.1% | -91.7% | -39.7% |
| 3Y | -2.4% | +121.1% | -123.5% | -26.7% |
| 5Y | +11.2% | +214.0% | -202.7% | -27.2% |
| 10Y | +191.8% | +472.8% | -281.0% | +44.4% |
| All | +1,172.5% | +466.1% | +706.4% | +358.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling