+66.1%
INTC vs BURL
-15.0%
+81.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.6% | +1.1% | -1.6% |
| 7D | +6.0% | -1.6% | +7.6% | +6.5% |
| 30D | -39.2% | -7.7% | -31.4% | -37.9% |
| 3M | -42.9% | -31.7% | -11.3% | -38.1% |
| 6M | -50.4% | -15.2% | -35.2% | -49.9% |
| YTD | +61.7% | -15.9% | +77.6% | +67.5% |
| 1Y | +66.1% | -14.2% | +80.3% | +72.5% |
| All | +66.1% | -15.0% | +81.2% | +72.5% |
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