+89.6%
BURL vs SUI
+16.8%
+72.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.1% |
| 7D | +3.5% | +8.8% | -5.3% | +1.2% |
| 30D | -9.3% | +8.9% | -18.2% | -11.3% |
| 3M | -32.1% | +2.0% | -34.1% | -32.5% |
| 6M | -19.8% | -0.6% | -19.2% | -19.9% |
| YTD | -13.2% | +1.3% | -14.5% | -13.7% |
| 1Y | -7.8% | +1.3% | -9.1% | -8.3% |
| All | +89.6% | +16.8% | +72.7% | +74.2% |
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