-12.3%
BURL vs BBIO
+18.3%
-30.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.5% |
| 7D | +0.4% | +5.3% | -4.8% | -0.2% |
| 30D | -4.3% | +23.5% | -27.8% | -6.5% |
| 3M | -28.8% | -6.8% | -22.0% | -28.5% |
| 6M | -12.8% | +18.5% | -31.3% | -14.9% |
| YTD | -12.8% | +2.2% | -15.0% | -14.8% |
| 1Y | -12.3% | +18.0% | -30.3% | -16.4% |
| All | -12.3% | +18.3% | -30.6% | -16.4% |
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