+64.2%
BURL vs UUUU
+94.2%
-30.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.6% |
| 7D | -2.8% | -1.4% | -1.4% | -2.7% |
| 30D | -28.2% | +16.3% | -44.5% | -29.0% |
| 3M | -17.6% | -16.7% | -0.9% | -16.9% |
| 6M | -11.8% | -33.7% | +21.9% | -10.2% |
| YTD | -8.1% | -0.5% | -7.7% | -10.0% |
| 1Y | -12.0% | +28.9% | -40.8% | -17.2% |
| All | +64.2% | +94.2% | -30.1% | +36.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling