-5.3%
BURL vs SOXQ
+45.5%
-50.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -3.1% | +10.8% | +8.1% |
| 7D | +10.4% | -12.1% | +22.5% | +12.3% |
| 30D | -4.9% | -22.0% | +17.1% | -1.6% |
| 3M | -29.8% | -15.6% | -14.2% | -28.3% |
| 6M | -16.5% | -2.4% | -14.1% | -19.6% |
| YTD | -10.5% | +45.4% | -55.9% | -22.1% |
| 1Y | -5.3% | +47.7% | -53.0% | -17.4% |
| All | -5.3% | +45.5% | -50.8% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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