+415.5%
SIMO vs BBAI
+63.1%
+352.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -2.0% | +10.7% | +8.9% |
| 7D | +4.2% | -4.3% | +8.5% | +4.6% |
| 30D | +4.1% | -3.6% | +7.7% | +4.3% |
| 3M | -12.9% | -38.8% | +25.9% | -9.4% |
| 6M | +110.3% | -23.8% | +134.1% | +113.4% |
| YTD | +178.6% | -45.9% | +224.5% | +189.0% |
| 1Y | +220.0% | -40.8% | +260.8% | +226.7% |
| All | +415.5% | +63.1% | +352.3% | +324.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling