+221.9%
BURL vs BUD
-2.1%
+224.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.7% | -4.1% |
| 7D | -1.6% | +1.0% | -2.6% | -2.1% |
| 30D | -7.7% | +6.7% | -14.4% | -10.7% |
| 3M | -31.7% | +5.7% | -37.4% | -33.7% |
| 6M | -15.2% | +5.8% | -21.0% | -17.8% |
| YTD | -15.9% | +34.4% | -50.3% | -28.0% |
| 1Y | -14.2% | +33.3% | -47.5% | -26.3% |
| 3Y | +93.5% | +48.8% | +44.7% | +52.6% |
| 5Y | -9.9% | +52.5% | -62.4% | -31.0% |
| All | +221.9% | -2.1% | +224.0% | +155.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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