+289.3%
INTC vs BURL
-9.5%
+298.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.6% | +1.9% | +3.8% |
| 7D | +7.1% | -2.8% | +9.9% | +7.9% |
| 30D | -5.2% | -28.2% | +23.0% | +4.1% |
| 3M | -14.3% | -17.6% | +3.3% | -10.3% |
| 6M | +110.2% | -11.8% | +122.0% | +114.4% |
| YTD | +159.6% | -8.1% | +167.8% | +163.0% |
| 1Y | +289.3% | -12.0% | +301.2% | +374.6% |
| All | +289.3% | -9.5% | +298.8% | +374.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 1y: compounded portfolio wealth divided by compounded BURL 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…
1y analysis · Full analysis span regression · 6 months rolling