+7.5%
SMR vs BBAI
-51.0%
+58.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -3.0% |
| 7D | +13.1% | -4.1% | +17.1% | +13.6% |
| 30D | +17.8% | -12.4% | +30.1% | +19.7% |
| 3M | +8.1% | -29.1% | +37.2% | +12.8% |
| 6M | -11.1% | -32.6% | +21.5% | -6.4% |
| YTD | -23.7% | -47.6% | +23.9% | -17.4% |
| 1Y | -69.4% | -41.0% | -28.4% | -67.0% |
| 3Y | +82.6% | +67.5% | +15.1% | +79.6% |
| All | +7.5% | -51.0% | +58.5% | +10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling