+216.6%
SIMO vs BBAI
-77.0%
+293.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.9% | +9.5% | +8.7% |
| 7D | +0.9% | -10.2% | +11.1% | +1.3% |
| 30D | -25.4% | 0.0% | -25.4% | -25.3% |
| 3M | -17.8% | -30.9% | +13.2% | -16.8% |
| 6M | -29.6% | -46.8% | +17.2% | -28.2% |
| YTD | +100.3% | -57.4% | +157.7% | +104.6% |
| 1Y | +100.4% | -62.0% | +162.4% | +105.0% |
| 3Y | +246.1% | +47.4% | +198.6% | +237.0% |
| 5Y | +189.8% | -77.0% | +266.8% | +177.4% |
| All | +216.6% | -77.0% | +293.6% | +208.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling