+1,309.4%
BR vs WCC
+427.8%
+881.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -1.3% | +14.2% | -15.5% | -4.3% |
| 30D | +13.7% | -9.8% | +23.5% | +15.4% |
| 3M | +13.8% | -10.1% | +23.9% | +14.9% |
| 6M | +29.7% | -9.4% | +39.1% | +29.3% |
| YTD | -12.6% | +34.4% | -47.0% | -22.2% |
| 1Y | -12.4% | +23.3% | -35.7% | -20.4% |
| 3Y | +14.1% | +137.9% | -123.8% | -17.0% |
| 5Y | +18.7% | +144.0% | -125.3% | -17.9% |
| 10Y | +276.2% | +442.5% | -166.2% | +87.0% |
| All | +1,309.4% | +427.8% | +881.5% | +409.7% |
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 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