+215.6%
SMH vs BBAI
+24.0%
+191.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -7.7% | +4.7% | -2.0% |
| 7D | +4.9% | -14.0% | +18.9% | +6.8% |
| 30D | -13.8% | -12.4% | -1.4% | -12.5% |
| 3M | -17.4% | -42.8% | +25.4% | -11.9% |
| 6M | -15.0% | -54.6% | +39.7% | -7.3% |
| YTD | +35.2% | -64.6% | +99.8% | +49.7% |
| 1Y | +41.6% | -69.9% | +111.5% | +58.6% |
| 3Y | +215.6% | +7.3% | +208.3% | +177.0% |
| All | +215.6% | +24.0% | +191.6% | +177.0% |
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