-12.0%
BURL vs BBIO
+44.0%
-56.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.4% | +2.7% |
| 7D | -2.8% | -2.3% | -0.5% | -2.6% |
| 30D | -28.2% | -8.7% | -19.4% | -27.5% |
| 3M | -17.6% | +11.2% | -28.7% | -18.7% |
| 6M | -11.8% | +12.5% | -24.3% | -13.1% |
| YTD | -8.1% | -2.2% | -6.0% | -9.1% |
| 1Y | -12.0% | +44.4% | -56.3% | -17.5% |
| All | -12.0% | +44.0% | -56.0% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 1y: compounded portfolio wealth divided by compounded BBIO 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…
1y analysis · Full analysis span regression · 6 months rolling