+71.2%
UBER vs BURL
+55.3%
+15.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.2% | -0.5% | +2.1% |
| 7D | +6.7% | +7.7% | -1.0% | +3.7% |
| 30D | -0.5% | -7.1% | +6.7% | +2.3% |
| 3M | -5.1% | -30.3% | +25.2% | +8.3% |
| 6M | -5.7% | -15.5% | +9.9% | -1.3% |
| YTD | -12.9% | -11.0% | -1.9% | -11.3% |
| 1Y | -22.6% | -8.4% | -14.2% | -22.9% |
| 3Y | +42.2% | +96.7% | -54.5% | -4.9% |
| 5Y | +56.4% | -14.1% | +70.4% | +44.9% |
| All | +71.2% | +55.3% | +15.9% | -0.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling