-37.6%
SMCI vs BBAI
-56.6%
+19.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.2% | -6.9% | -6.2% |
| 7D | -17.3% | +4.1% | -21.4% | -19.1% |
| 30D | -31.5% | -1.9% | -29.5% | -31.2% |
| 3M | -6.6% | -18.7% | +12.1% | +1.1% |
| 6M | +6.0% | -38.6% | +44.6% | +28.1% |
| YTD | +1.1% | -52.6% | +53.7% | +24.7% |
| 1Y | -37.6% | -55.3% | +17.8% | -23.2% |
| All | -37.6% | -56.6% | +19.1% | -23.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling