+1.5%
SMR vs BBAI
-51.2%
+52.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -5.5% |
| 7D | +4.7% | -5.4% | +10.1% | +5.4% |
| 30D | +3.2% | -15.3% | +18.6% | +5.3% |
| 3M | +9.9% | -29.9% | +39.8% | +14.8% |
| 6M | -15.1% | -30.7% | +15.6% | -10.9% |
| YTD | -27.9% | -47.8% | +19.8% | -21.9% |
| 1Y | -70.2% | -40.4% | -29.9% | -68.0% |
| 3Y | +72.5% | +66.9% | +5.6% | +69.7% |
| All | +1.5% | -51.2% | +52.7% | +4.7% |
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