-6.9%
BURL vs WCC
+11.3%
-18.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -9.6% | +6.6% | -1.2% |
| 7D | +3.5% | -21.9% | +25.4% | +8.0% |
| 30D | -9.3% | -25.4% | +16.1% | -4.3% |
| 3M | -32.1% | -23.1% | -9.0% | -29.1% |
| 6M | -19.8% | -18.1% | -1.8% | -17.8% |
| YTD | -13.2% | +17.7% | -30.9% | -19.8% |
| All | -6.9% | +11.3% | -18.2% | -13.1% |
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