-16.5%
BURL vs SUI
-1.8%
-14.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +5.2% | +2.6% | +5.8% |
| 7D | +10.4% | +10.0% | +0.4% | +7.2% |
| 30D | -4.9% | +8.4% | -13.3% | -7.1% |
| 3M | -29.8% | +0.7% | -30.4% | -30.0% |
| 6M | -16.5% | -0.9% | -15.5% | -16.1% |
| All | -16.5% | -1.8% | -14.6% | -16.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling