-12.0%
BURL vs UUUU
+25.8%
-37.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.0% | -4.8% | -3.8% |
| 7D | -2.6% | +2.8% | -5.4% | -2.6% |
| 30D | -30.8% | +3.4% | -34.2% | -30.9% |
| 3M | -18.7% | -3.9% | -14.8% | -18.6% |
| 6M | -16.4% | -23.2% | +6.7% | -16.1% |
| YTD | -11.6% | +0.6% | -12.1% | -11.8% |
| 1Y | -12.0% | +22.9% | -34.9% | -15.6% |
| All | -12.0% | +25.8% | -37.8% | -15.6% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling