-15.0%
BURL vs BBIO
+40.7%
-55.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.8% | -8.1% | -6.5% |
| 7D | -7.0% | -0.5% | -6.4% | -6.9% |
| 30D | -35.6% | -10.1% | -25.5% | -34.9% |
| 3M | -26.3% | +12.4% | -38.7% | -27.4% |
| 6M | -20.7% | +15.9% | -36.6% | -22.1% |
| YTD | -17.2% | -0.5% | -16.7% | -18.2% |
| 1Y | -15.0% | +42.2% | -57.3% | -20.5% |
| All | -15.0% | +40.7% | -55.7% | -20.5% |
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