-10.6%
BA vs SSNC
-3.9%
-6.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.6% | +3.7% | +2.4% |
| 7D | +5.9% | -1.1% | +7.0% | +6.1% |
| 30D | -8.2% | +0.6% | -8.8% | -8.5% |
| 3M | -25.4% | -1.5% | -23.9% | -25.4% |
| 6M | -20.0% | +15.8% | -35.8% | -21.5% |
| YTD | -18.5% | -8.0% | -10.5% | -21.5% |
| 1Y | -10.6% | -5.8% | -4.8% | -13.7% |
| All | -10.6% | -3.9% | -6.7% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 1y: compounded portfolio wealth divided by compounded SSNC 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…
1y analysis · Full analysis span regression · 6 months rolling