+915.4%
BURL vs UUUU
-10.1%
+925.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -7.8% | +6.5% | -0.5% |
| 7D | +5.9% | -6.9% | +12.8% | +6.5% |
| 30D | -8.3% | -32.3% | +24.0% | -5.0% |
| 3M | -31.6% | -52.8% | +21.2% | -26.9% |
| 6M | -16.6% | -68.5% | +51.9% | -7.9% |
| YTD | -12.1% | -53.6% | +41.6% | -8.2% |
| 1Y | -10.0% | -59.1% | +49.1% | -5.3% |
| 3Y | +94.3% | -14.7% | +109.0% | +79.7% |
| 5Y | -13.2% | -35.4% | +22.2% | -20.8% |
| 10Y | +252.5% | +378.0% | -125.5% | +146.5% |
| All | +915.4% | -10.1% | +925.5% | +639.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling