-8.4%
BURL vs WU
-16.0%
+7.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -1.4% |
| 7D | +4.1% | +11.7% | -7.6% | +2.9% |
| 30D | -9.5% | +12.6% | -22.1% | -10.5% |
| 3M | -33.5% | -0.5% | -33.0% | -33.8% |
| 6M | -22.1% | -18.2% | -3.9% | -22.2% |
| YTD | -14.6% | -19.0% | +4.4% | -14.2% |
| 1Y | -8.4% | -16.7% | +8.3% | -7.7% |
| All | -8.4% | -16.0% | +7.7% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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