+64.2%
BURL vs SUI
+12.1%
+52.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +3.0% | +2.7% |
| 7D | -2.8% | -2.8% | 0.0% | -2.0% |
| 30D | -28.2% | -1.2% | -27.0% | -27.9% |
| 3M | -17.6% | -1.7% | -15.9% | -17.3% |
| 6M | -11.8% | -10.5% | -1.3% | -9.2% |
| YTD | -8.1% | -1.8% | -6.3% | -7.9% |
| 1Y | -12.0% | -4.1% | -7.9% | -11.2% |
| All | +64.2% | +12.1% | +52.1% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 3y: compounded portfolio wealth divided by compounded SUI 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…
3y analysis · Full analysis span regression · 6 months rolling