-53.7%
SMR vs BBAI
-67.0%
+13.3%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -7.7% | +4.4% | -2.4% |
| 7D | -8.3% | -14.0% | +5.7% | -6.5% |
| 30D | -20.1% | -12.4% | -7.7% | -18.6% |
| 3M | -52.7% | -42.8% | -9.9% | -49.3% |
| 6M | -61.0% | -54.6% | -6.4% | -57.0% |
| YTD | -67.1% | -64.6% | -2.5% | -62.6% |
| 1Y | -79.9% | -69.9% | -10.0% | -76.7% |
| 3Y | +101.7% | +7.3% | +94.4% | +109.1% |
| All | -53.7% | -67.0% | +13.3% | -49.8% |
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