-18.5%
BURL vs SOXQ
+288.7%
-307.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.3% | -5.0% | -4.3% |
| 7D | -2.6% | +5.3% | -7.9% | -4.6% |
| 30D | -30.8% | -3.7% | -27.1% | -29.9% |
| 3M | -18.7% | -7.8% | -10.8% | -17.9% |
| 6M | -16.4% | +58.4% | -74.8% | -35.7% |
| YTD | -11.6% | +68.1% | -79.7% | -34.2% |
| 1Y | -12.0% | +105.4% | -117.4% | -41.2% |
| 3Y | +63.6% | +239.2% | -175.6% | -20.6% |
| 5Y | -12.6% | +266.9% | -279.5% | -60.8% |
| All | -18.5% | +288.7% | -307.2% | -63.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling