-25.8%
BROS vs WCC
-11.8%
-14.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.7% | +8.2% | +6.8% |
| 7D | +6.3% | +9.9% | -3.6% | +4.4% |
| 30D | -8.3% | -8.4% | +0.1% | -8.6% |
| 3M | -29.8% | -10.3% | -19.4% | -29.8% |
| 6M | -25.8% | -10.5% | -15.3% | -25.7% |
| All | -25.8% | -11.8% | -14.0% | -25.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling