-20.3%
BROS vs WCC
+24.5%
-44.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -9.9% | +10.9% | +3.1% |
| 7D | +2.5% | -8.8% | +11.3% | +4.3% |
| 30D | +15.1% | -16.0% | +31.1% | +19.3% |
| 3M | -31.4% | -15.2% | -16.2% | -29.2% |
| 6M | -22.6% | -8.4% | -14.2% | -22.9% |
| YTD | -28.1% | +30.1% | -58.2% | -39.3% |
| 1Y | -20.3% | +26.4% | -46.7% | -34.5% |
| All | -20.3% | +24.5% | -44.7% | -34.5% |
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 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