+156.7%
SIMO vs BBAI
-77.8%
+234.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | -22.0% | -14.6% | -7.4% | -21.5% |
| 30D | -43.0% | -11.6% | -31.5% | -42.8% |
| 3M | -39.1% | -26.2% | -12.9% | -38.5% |
| 6M | -33.3% | -49.2% | +15.9% | -31.9% |
| YTD | +77.0% | -58.9% | +135.9% | +81.0% |
| 1Y | +73.0% | -60.8% | +133.8% | +76.9% |
| 3Y | +215.7% | +51.0% | +164.7% | +207.5% |
| All | +156.7% | -77.8% | +234.5% | +163.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling