+127.5%
SMTC vs BBAI
-71.7%
+199.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +0.9% |
| 7D | +22.5% | -4.1% | +26.5% | +22.7% |
| 30D | +24.9% | -12.4% | +37.3% | +25.5% |
| 3M | +4.1% | -29.1% | +33.1% | +5.5% |
| 6M | +92.6% | -32.6% | +125.2% | +95.2% |
| YTD | +122.5% | -47.6% | +170.1% | +127.0% |
| 1Y | +166.2% | -41.0% | +207.3% | +169.9% |
| 3Y | +577.2% | +67.5% | +509.7% | +560.5% |
| 5Y | +119.0% | -71.3% | +190.2% | +118.6% |
| All | +127.5% | -71.7% | +199.2% | +127.5% |
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