-11.6%
BURL vs BBAI
-70.8%
+59.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.0% | +4.6% | +2.7% |
| 7D | -2.8% | -4.3% | +1.5% | -2.7% |
| 30D | -28.2% | -3.6% | -24.5% | -28.1% |
| 3M | -17.6% | -38.8% | +21.2% | -16.8% |
| 6M | -11.8% | -23.8% | +12.0% | -11.5% |
| YTD | -8.1% | -45.9% | +37.8% | -7.3% |
| 1Y | -12.0% | -40.8% | +28.8% | -11.6% |
| 3Y | +63.3% | +69.8% | -6.5% | +58.8% |
| 5Y | -10.8% | -70.3% | +59.5% | -8.3% |
| All | -11.6% | -70.8% | +59.2% | -9.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling