+960.9%
BURL vs SUI
+317.0%
+643.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +3.0% | +2.8% |
| 7D | -2.8% | -2.8% | 0.0% | -1.6% |
| 30D | -28.2% | -1.2% | -27.0% | -27.8% |
| 3M | -17.6% | -1.7% | -15.9% | -17.2% |
| 6M | -11.8% | -10.5% | -1.3% | -7.7% |
| YTD | -8.1% | -1.8% | -6.3% | -8.0% |
| 1Y | -12.0% | -4.1% | -7.9% | -11.1% |
| 3Y | +63.3% | +11.3% | +52.0% | +49.8% |
| 5Y | -10.8% | -32.1% | +21.3% | +1.4% |
| 10Y | +215.9% | +110.4% | +105.5% | +133.4% |
| All | +960.9% | +317.0% | +643.8% | +673.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling