+59.8%
UBER vs BURL
-10.8%
+70.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.6% | +4.4% | +2.0% |
| 7D | +1.6% | -1.6% | +3.2% | +2.1% |
| 30D | +0.6% | -7.7% | +8.3% | +3.2% |
| 3M | -8.2% | -31.7% | +23.5% | +3.5% |
| 6M | -6.7% | -15.2% | +8.5% | -3.1% |
| YTD | -14.7% | -15.9% | +1.2% | -11.7% |
| 1Y | -24.1% | -14.2% | -9.9% | -22.6% |
| 3Y | +33.4% | +93.5% | -60.1% | -6.5% |
| All | +59.8% | -10.8% | +70.6% | +52.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling