-41.8%
NOW vs BURL
-5.1%
-36.7%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.9% | -3.0% | -6.1% |
| 7D | -6.7% | +3.5% | -10.1% | -6.4% |
| 30D | -25.8% | -9.3% | -16.5% | -25.7% |
| 3M | -12.7% | -32.1% | +19.4% | -12.6% |
| 6M | +11.2% | -19.8% | +31.1% | +10.7% |
| YTD | -33.2% | -13.2% | -20.0% | -32.8% |
| 1Y | -41.8% | -7.8% | -34.0% | -41.3% |
| All | -41.8% | -5.1% | -36.7% | -41.3% |
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