+103.8%
TEAM vs BURL
-17.9%
+121.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.7% | -8.3% | -0.8% |
| 7D | -13.7% | +10.4% | -24.1% | -13.9% |
| 30D | -3.4% | -4.9% | +1.5% | -2.9% |
| 3M | +72.1% | -29.8% | +101.9% | +82.2% |
| 6M | +103.8% | -16.5% | +120.3% | +109.5% |
| All | +103.8% | -17.9% | +121.7% | +109.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling