+170.0%
SIMO vs BBAI
-80.9%
+250.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -7.7% | +2.1% | -5.3% |
| 7D | +4.1% | -14.0% | +18.1% | +4.7% |
| 30D | -24.0% | -12.4% | -11.6% | -23.6% |
| 3M | -31.8% | -42.8% | +11.0% | -30.5% |
| 6M | -36.9% | -54.6% | +17.7% | -35.3% |
| YTD | +84.8% | -64.6% | +149.5% | +90.0% |
| 1Y | +99.0% | -69.9% | +168.9% | +105.2% |
| 3Y | +217.9% | +7.3% | +210.6% | +211.9% |
| All | +170.0% | -80.9% | +250.8% | +176.9% |
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