-8.4%
BURL vs WCC
+13.7%
-22.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.2% | -3.8% | -2.0% |
| 7D | +4.1% | -14.7% | +18.8% | +6.6% |
| 30D | -9.5% | -20.1% | +10.6% | -6.0% |
| 3M | -33.5% | -21.2% | -12.4% | -30.9% |
| 6M | -22.1% | -19.2% | -2.9% | -19.7% |
| YTD | -14.6% | +20.2% | -34.8% | -21.4% |
| 1Y | -8.4% | +14.5% | -22.8% | -14.9% |
| All | -8.4% | +13.7% | -22.1% | -14.9% |
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