+143.6%
SM vs BBAI
-71.7%
+215.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +0.7% |
| 7D | -0.2% | -4.1% | +3.8% | -0.1% |
| 30D | +20.3% | -12.4% | +32.7% | +20.6% |
| 3M | +22.9% | -29.1% | +52.0% | +23.7% |
| 6M | +47.8% | -32.6% | +80.5% | +48.7% |
| YTD | +107.5% | -47.6% | +155.1% | +109.7% |
| 1Y | +51.7% | -41.0% | +92.8% | +52.4% |
| 3Y | -0.9% | +67.5% | -68.3% | -5.2% |
| 5Y | +112.2% | -71.3% | +183.5% | +112.5% |
| All | +143.6% | -71.7% | +215.3% | +143.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling