+355.7%
SMH vs BBAI
-71.3%
+427.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +1.4% |
| 7D | +0.3% | -1.7% | +2.0% | +0.3% |
| 30D | -2.8% | -12.0% | +9.2% | -2.4% |
| 3M | -6.7% | -30.7% | +24.0% | -5.6% |
| 6M | +41.8% | -30.7% | +72.4% | +43.3% |
| YTD | +57.9% | -46.9% | +104.7% | +60.6% |
| 1Y | +87.6% | -41.1% | +128.7% | +89.7% |
| 3Y | +282.9% | +65.9% | +217.0% | +272.6% |
| 5Y | +330.4% | -70.9% | +401.3% | +323.7% |
| All | +355.7% | -71.3% | +427.0% | +347.8% |
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