+107.9%
ASX vs BURL
-7.8%
+115.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.6% | +8.0% | +6.6% |
| 7D | -19.9% | +4.1% | -24.0% | -20.1% |
| 30D | -30.9% | -9.5% | -21.4% | -29.9% |
| 3M | -15.1% | -33.5% | +18.4% | -10.5% |
| 6M | -6.5% | -22.1% | +15.6% | -4.4% |
| YTD | +98.4% | -14.6% | +113.0% | +103.0% |
| 1Y | +107.9% | -8.4% | +116.2% | +113.4% |
| All | +107.9% | -7.8% | +115.7% | +113.4% |
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