+86.6%
BURL vs NVDX
+449.9%
-363.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.1% | -6.7% | -2.1% |
| 7D | +4.1% | -18.2% | +22.3% | +5.9% |
| 30D | -9.5% | -40.2% | +30.8% | -5.2% |
| 3M | -33.5% | -32.6% | -0.9% | -31.5% |
| 6M | -22.1% | -30.6% | +8.5% | -20.8% |
| YTD | -14.6% | -22.3% | +7.7% | -15.0% |
| 1Y | -8.4% | -27.1% | +18.8% | -8.5% |
| 3Y | +86.6% | +441.8% | -355.3% | +80.4% |
| All | +86.6% | +449.9% | -363.4% | +80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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