+24.2%
WCC vs BRKR
+62.4%
-38.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +12.9% | -22.8% | -12.4% |
| 7D | -8.8% | +2.9% | -11.7% | -9.3% |
| 30D | -16.0% | -0.1% | -15.9% | -16.0% |
| 3M | -15.2% | +26.9% | -42.1% | -20.2% |
| 6M | -8.4% | +75.6% | -84.0% | -27.3% |
| YTD | +30.1% | +35.8% | -5.7% | +8.8% |
| All | +24.2% | +62.4% | -38.1% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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