-21.2%
BURL vs SOXQ
+206.9%
-228.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.9% | -5.5% | -3.1% |
| 7D | +4.1% | -12.2% | +16.3% | +9.0% |
| 30D | -9.5% | -28.2% | +18.7% | +2.3% |
| 3M | -33.5% | -22.1% | -11.5% | -27.7% |
| 6M | -22.1% | -18.1% | -3.9% | -19.9% |
| YTD | -14.6% | +32.7% | -47.3% | -30.9% |
| 1Y | -8.4% | +34.1% | -42.5% | -26.7% |
| 3Y | +86.6% | +176.7% | -90.1% | -3.4% |
| 5Y | -17.2% | +159.9% | -177.0% | -58.0% |
| All | -21.2% | +206.9% | -228.1% | -61.9% |
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