-6.5%
BURL vs UUUU
-39.3%
+32.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.6% | +1.9% | -1.3% |
| 7D | +0.4% | +1.4% | -0.9% | +0.2% |
| 30D | -4.3% | -27.9% | +23.6% | -0.8% |
| 3M | -28.8% | -53.8% | +25.1% | -22.4% |
| 6M | -12.8% | -68.1% | +55.3% | -1.4% |
| YTD | -12.8% | -54.1% | +41.3% | -8.6% |
| 1Y | -12.3% | -57.8% | +45.5% | -7.5% |
| 3Y | +92.7% | -15.4% | +108.1% | +66.6% |
| 5Y | -6.5% | -39.2% | +32.7% | -16.1% |
| All | -6.5% | -39.3% | +32.7% | -16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling