-12.0%
BURL vs UUUU
+27.9%
-39.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.6% |
| 7D | -2.8% | -1.4% | -1.4% | -2.8% |
| 30D | -28.2% | +16.3% | -44.5% | -28.5% |
| 3M | -17.6% | -16.7% | -0.9% | -17.2% |
| 6M | -11.8% | -33.7% | +21.9% | -11.4% |
| YTD | -8.1% | -0.5% | -7.7% | -8.3% |
| 1Y | -12.0% | +28.9% | -40.8% | -16.2% |
| All | -12.0% | +27.9% | -39.9% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 1y: compounded portfolio wealth divided by compounded UUUU 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…
1y analysis · Full analysis span regression · 6 months rolling