+64.2%
BURL vs FIVN
-53.5%
+117.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +5.1% | +2.9% |
| 7D | -2.8% | -2.3% | -0.5% | -2.5% |
| 30D | -28.2% | +12.4% | -40.6% | -29.5% |
| 3M | -17.6% | +36.0% | -53.6% | -21.5% |
| 6M | -11.8% | +86.0% | -97.7% | -21.0% |
| YTD | -8.1% | +65.9% | -74.1% | -16.6% |
| 1Y | -12.0% | +26.5% | -38.5% | -15.7% |
| All | +64.2% | -53.5% | +117.7% | +76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 3y: compounded portfolio wealth divided by compounded FIVN 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…
3y analysis · Full analysis span regression · 6 months rolling