-13.2%
BURL vs BBIO
+55.1%
-68.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.3% |
| 7D | +5.9% | +6.3% | -0.4% | +5.3% |
| 30D | -8.3% | +20.4% | -28.7% | -9.9% |
| 3M | -31.6% | -7.1% | -24.6% | -31.2% |
| 6M | -16.6% | +16.7% | -33.3% | -18.1% |
| YTD | -12.1% | +2.9% | -14.9% | -12.9% |
| 1Y | -10.0% | +25.3% | -35.2% | -12.6% |
| 3Y | +94.3% | +190.3% | -96.0% | +71.4% |
| 5Y | -13.2% | +59.5% | -72.8% | -30.2% |
| All | -13.2% | +55.1% | -68.3% | -30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling