+255.1%
BURL vs MDY
+180.7%
+74.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.2% | +1.1% | +0.8% |
| 7D | +7.7% | +0.7% | +7.0% | +6.9% |
| 30D | -7.1% | +1.3% | -8.5% | -8.5% |
| 3M | -30.3% | -4.1% | -26.2% | -27.1% |
| 6M | -15.5% | +1.0% | -16.5% | -16.5% |
| YTD | -11.0% | +13.3% | -24.3% | -22.3% |
| 1Y | -8.4% | +15.7% | -24.2% | -22.2% |
| 3Y | +96.7% | +59.6% | +37.1% | +18.6% |
| 5Y | -14.1% | +36.3% | -50.4% | -37.9% |
| 10Y | +255.1% | +173.6% | +81.4% | +19.2% |
| All | +255.1% | +180.7% | +74.3% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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