-19.2%
SNDU vs BURL
-15.8%
-3.4%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.7% | -6.6% | -7.9% |
| 7D | +30.7% | +0.4% | +30.3% | +30.8% |
| 30D | -67.1% | -4.3% | -62.8% | -66.2% |
| 3M | -65.1% | -28.8% | -36.4% | -62.7% |
| 6M | -82.0% | -12.8% | -69.2% | -84.2% |
| All | -19.2% | -15.8% | -3.4% | -37.1% |
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