+86.6%
BURL vs IBN
+51.2%
+35.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.2% | -5.8% | -3.2% |
| 7D | +4.1% | +15.1% | -11.0% | -1.4% |
| 30D | -9.5% | +21.6% | -31.1% | -16.1% |
| 3M | -33.5% | +11.2% | -44.7% | -36.2% |
| 6M | -22.1% | +27.8% | -49.8% | -29.3% |
| YTD | -14.6% | +14.7% | -29.2% | -20.0% |
| 1Y | -8.4% | +14.4% | -22.8% | -14.1% |
| 3Y | +86.6% | +52.1% | +34.5% | +60.2% |
| All | +86.6% | +51.2% | +35.3% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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