+215.7%
SIMO vs BBAI
+47.0%
+168.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | -22.0% | -14.6% | -7.4% | -20.6% |
| 30D | -43.0% | -11.6% | -31.5% | -42.2% |
| 3M | -39.1% | -26.2% | -12.9% | -37.4% |
| 6M | -33.3% | -49.2% | +15.9% | -29.4% |
| YTD | +77.0% | -58.9% | +135.9% | +88.6% |
| 1Y | +73.0% | -60.8% | +133.8% | +84.1% |
| 3Y | +215.7% | +51.0% | +164.7% | +167.7% |
| All | +215.7% | +47.0% | +168.7% | +167.7% |
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 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