-15.8%
BURL vs BBAI
-77.8%
+62.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -13.3% | +10.3% | -2.7% |
| 7D | +3.5% | -16.9% | +20.3% | +3.9% |
| 30D | -9.3% | -14.0% | +4.7% | -9.0% |
| 3M | -32.1% | -26.7% | -5.4% | -31.7% |
| 6M | -19.8% | -46.4% | +26.6% | -18.9% |
| YTD | -13.2% | -58.9% | +45.7% | -12.0% |
| 1Y | -7.8% | -63.8% | +55.9% | -6.4% |
| 3Y | +89.3% | +54.2% | +35.2% | +84.9% |
| 5Y | -15.8% | -77.7% | +61.9% | -13.1% |
| All | -15.8% | -77.8% | +62.0% | -13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling