+96.2%
SMH vs BBAI
-40.5%
+136.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.0% | +4.6% | +3.0% |
| 7D | +2.5% | -4.3% | +6.8% | +3.4% |
| 30D | -0.5% | -3.6% | +3.2% | +0.1% |
| 3M | -9.6% | -38.8% | +29.1% | -2.3% |
| 6M | +42.1% | -23.8% | +65.8% | +47.2% |
| YTD | +57.4% | -45.9% | +103.4% | +69.4% |
| 1Y | +96.2% | -40.8% | +137.0% | +114.5% |
| All | +96.2% | -40.5% | +136.8% | +114.5% |
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 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