+367.5%
SIMO vs BBAI
-70.8%
+438.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | +14.6% | -1.0% | +15.6% | +14.6% |
| 30D | +6.2% | -10.7% | +16.9% | +6.6% |
| 3M | +3.6% | -32.3% | +35.8% | +4.7% |
| 6M | +130.8% | -31.3% | +162.1% | +132.7% |
| YTD | +195.8% | -45.9% | +241.7% | +199.6% |
| 1Y | +225.0% | -40.0% | +265.0% | +227.6% |
| 3Y | +452.3% | +72.8% | +379.5% | +433.6% |
| 5Y | +303.6% | -70.4% | +374.0% | +289.4% |
| All | +367.5% | -70.8% | +438.3% | +351.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling