-12.0%
BURL vs SOXQ
+111.3%
-123.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.4% | -0.7% | +2.0% |
| 7D | -2.8% | +2.3% | -5.1% | -3.2% |
| 30D | -28.2% | -2.3% | -25.9% | -28.0% |
| 3M | -17.6% | -13.8% | -3.8% | -15.7% |
| 6M | -11.8% | +48.6% | -60.4% | -25.4% |
| YTD | -8.1% | +66.0% | -74.1% | -25.2% |
| 1Y | -12.0% | +107.9% | -119.8% | -34.1% |
| All | -12.0% | +111.3% | -123.3% | -34.1% |
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