-8.4%
BURL vs SOXQ
+30.6%
-38.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.9% | -5.5% | -2.1% |
| 7D | +4.1% | -12.2% | +16.3% | +5.7% |
| 30D | -9.5% | -28.2% | +18.7% | -5.3% |
| 3M | -33.5% | -22.1% | -11.5% | -31.5% |
| 6M | -22.1% | -18.1% | -3.9% | -22.4% |
| YTD | -14.6% | +32.7% | -47.3% | -24.8% |
| 1Y | -8.4% | +34.1% | -42.5% | -19.2% |
| All | -8.4% | +30.6% | -38.9% | -19.2% |
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