+1,007.5%
ASX vs BURL
+254.9%
+752.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.9% | +5.7% | +6.3% |
| 7D | +0.8% | -0.8% | +1.6% | +1.3% |
| 30D | -20.4% | -4.4% | -16.0% | -19.5% |
| 3M | -2.1% | -28.6% | +26.4% | +6.8% |
| 6M | +8.2% | -12.3% | +20.5% | +10.5% |
| YTD | +137.3% | -11.3% | +148.5% | +141.1% |
| 1Y | +155.0% | -10.4% | +165.4% | +156.8% |
| 3Y | +397.9% | +96.1% | +301.9% | +291.7% |
| 5Y | +529.2% | -5.0% | +534.3% | +478.6% |
| 10Y | +1,007.5% | +251.8% | +755.7% | +735.9% |
| All | +1,007.5% | +254.9% | +752.6% | +735.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling