-14.6%
BURL vs BBAI
-77.0%
+62.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +0.9% |
| 7D | -0.8% | -10.2% | +9.3% | -0.6% |
| 30D | -4.4% | 0.0% | -4.4% | -4.5% |
| 3M | -28.6% | -30.9% | +2.4% | -28.1% |
| 6M | -12.3% | -46.8% | +34.5% | -11.3% |
| YTD | -11.3% | -57.4% | +46.1% | -10.1% |
| 1Y | -10.4% | -62.0% | +51.6% | -9.2% |
| 3Y | +96.1% | +47.4% | +48.6% | +91.5% |
| 5Y | -5.0% | -77.0% | +71.9% | -2.2% |
| All | -14.6% | -77.0% | +62.4% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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