-15.4%
BURL vs BBAI
-76.8%
+61.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.3% | +4.1% | -1.1% |
| 7D | +5.9% | -8.3% | +14.2% | +6.0% |
| 30D | -8.3% | -2.9% | -5.4% | -8.3% |
| 3M | -31.6% | -28.2% | -3.5% | -31.2% |
| 6M | -16.6% | -44.5% | +27.9% | -15.8% |
| YTD | -12.1% | -57.0% | +45.0% | -10.9% |
| 1Y | -10.0% | -59.4% | +49.4% | -8.8% |
| 3Y | +94.3% | +48.7% | +45.6% | +89.7% |
| 5Y | -13.2% | -76.8% | +63.5% | -10.7% |
| All | -15.4% | -76.8% | +61.4% | -12.5% |
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