+3,588.0%
WCC vs BRKR
+168.6%
+3,419.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.4% | -4.1% | -5.2% |
| 7D | -4.1% | -10.0% | +5.9% | -1.8% |
| 30D | -6.7% | -8.7% | +2.0% | -4.9% |
| 3M | -2.8% | -2.8% | +0.1% | -3.4% |
| 6M | +31.9% | +56.4% | -24.5% | +17.1% |
| YTD | +38.3% | +12.0% | +26.3% | +31.7% |
| 1Y | +57.9% | +71.2% | -13.3% | +36.2% |
| 3Y | +122.6% | -21.1% | +143.7% | +120.1% |
| 5Y | +211.6% | -37.6% | +249.3% | +221.2% |
| 10Y | +506.4% | +147.4% | +358.9% | +373.0% |
| All | +3,588.0% | +168.6% | +3,419.4% | +1,965.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling