+3,863.5%
BRO vs WCC
+1,675.2%
+2,188.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | +0.2% |
| 7D | -8.6% | +1.7% | -10.2% | -8.9% |
| 30D | -6.9% | -6.1% | -0.9% | -6.2% |
| 3M | +10.5% | +3.1% | +7.4% | +8.9% |
| 6M | -2.8% | +28.2% | -31.0% | -8.5% |
| YTD | -16.1% | +41.1% | -57.2% | -22.6% |
| 1Y | -27.6% | +61.3% | -88.9% | -35.1% |
| 3Y | -7.3% | +123.6% | -130.9% | -24.6% |
| 5Y | +19.0% | +214.8% | -195.8% | -11.4% |
| 10Y | +292.7% | +513.6% | -220.9% | +141.0% |
| All | +3,863.5% | +1,675.2% | +2,188.2% | +1,648.1% |
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