+980.0%
SMCI vs BBAI
-70.8%
+1,050.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.8% | +5.5% | +7.1% |
| 7D | +1.3% | -1.7% | +3.0% | +1.5% |
| 30D | +6.6% | -12.0% | +18.6% | +7.9% |
| 3M | +25.4% | -30.7% | +56.1% | +29.7% |
| 6M | +26.1% | -30.7% | +56.8% | +30.7% |
| YTD | +37.0% | -46.9% | +83.9% | +44.6% |
| 1Y | -8.8% | -41.1% | +32.3% | -5.2% |
| 3Y | +44.6% | +65.9% | -21.3% | +36.5% |
| All | +980.0% | -70.8% | +1,050.8% | +869.8% |
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 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