+34.8%
SMCI vs BBAI
+62.1%
-27.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.9% |
| 7D | -1.3% | -5.4% | +4.1% | +0.3% |
| 30D | +18.3% | -15.3% | +33.6% | +23.9% |
| 3M | +27.7% | -29.9% | +57.6% | +41.0% |
| 6M | +17.6% | -30.7% | +48.3% | +30.8% |
| YTD | +27.7% | -47.8% | +75.5% | +50.9% |
| 1Y | -14.9% | -40.4% | +25.5% | -6.7% |
| All | +34.8% | +62.1% | -27.3% | -16.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling