+146.5%
ASX vs BURL
-4.6%
+151.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +7.7% | -11.6% | -4.7% |
| 7D | -14.6% | +10.4% | -25.0% | -15.4% |
| 30D | -21.1% | -4.9% | -16.1% | -20.5% |
| 3M | -3.1% | -29.8% | +26.7% | +1.4% |
| 6M | +17.4% | -16.5% | +33.8% | +18.6% |
| YTD | +135.3% | -10.5% | +145.9% | +139.1% |
| 1Y | +146.5% | -5.3% | +151.8% | +151.3% |
| All | +146.5% | -4.6% | +151.1% | +151.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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