+923.7%
ASX vs BURL
+269.3%
+654.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +7.7% | -11.6% | -6.1% |
| 7D | -14.6% | +10.4% | -25.0% | -17.0% |
| 30D | -21.1% | -4.9% | -16.1% | -20.3% |
| 3M | -3.1% | -29.8% | +26.7% | +6.0% |
| 6M | +17.4% | -16.5% | +33.8% | +21.3% |
| YTD | +135.3% | -10.5% | +145.9% | +138.1% |
| 1Y | +146.5% | -5.3% | +151.8% | +143.5% |
| 3Y | +403.1% | +95.1% | +308.0% | +295.5% |
| 5Y | +551.7% | -12.1% | +563.8% | +509.8% |
| 10Y | +923.7% | +273.2% | +650.5% | +657.8% |
| All | +923.7% | +269.3% | +654.4% | +657.8% |
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