+216.5%
BURL vs UUUU
+510.5%
-294.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.5% |
| 7D | -2.8% | -1.4% | -1.4% | -2.7% |
| 30D | -28.2% | +16.3% | -44.5% | -29.5% |
| 3M | -17.6% | -16.7% | -0.9% | -16.6% |
| 6M | -11.8% | -33.7% | +21.9% | -9.2% |
| YTD | -8.1% | -0.5% | -7.7% | -10.9% |
| 1Y | -12.0% | +28.9% | -40.8% | -19.0% |
| 3Y | +63.3% | +99.9% | -36.6% | +35.6% |
| 5Y | -10.8% | +135.3% | -146.1% | -30.4% |
| All | +216.5% | +510.5% | -294.0% | +87.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling