-12.1%
BURL vs SUI
-26.1%
+14.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +5.2% | +2.6% | +5.7% |
| 7D | +10.4% | +10.0% | +0.4% | +6.5% |
| 30D | -4.9% | +8.4% | -13.3% | -7.9% |
| 3M | -29.8% | +0.7% | -30.4% | -30.0% |
| 6M | -16.5% | -0.9% | -15.5% | -16.5% |
| YTD | -10.5% | +0.6% | -11.2% | -11.3% |
| 1Y | -5.3% | +0.8% | -6.1% | -6.1% |
| 3Y | +95.1% | +15.5% | +79.6% | +75.5% |
| 5Y | -12.1% | -25.9% | +13.8% | -0.6% |
| All | -12.1% | -26.1% | +14.0% | -0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling