-8.4%
BURL vs DAR
+54.9%
-63.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.8% |
| 7D | +4.1% | -9.9% | +14.0% | +2.4% |
| 30D | -9.5% | -16.4% | +6.9% | -11.8% |
| 3M | -33.5% | -17.1% | -16.5% | -35.4% |
| 6M | -22.1% | -20.5% | -1.6% | -24.1% |
| YTD | -14.6% | +39.4% | -54.0% | -16.8% |
| 1Y | -8.4% | +57.2% | -65.6% | -8.6% |
| All | -8.4% | +54.9% | -63.3% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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