+23.3%
BA vs SSNC
+184.6%
-161.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -1.1% | +2.3% | -3.4% | -2.5% |
| 30D | -7.1% | -3.1% | -4.0% | -5.6% |
| 3M | -25.5% | -2.7% | -22.8% | -24.6% |
| 6M | -28.7% | +23.7% | -52.4% | -39.1% |
| YTD | -21.0% | -8.0% | -13.0% | -18.9% |
| 1Y | -11.9% | -4.7% | -7.2% | -11.9% |
| 3Y | -16.2% | +58.0% | -74.1% | -42.7% |
| 5Y | -22.4% | +8.0% | -30.4% | -31.1% |
| All | +23.3% | +184.6% | -161.3% | -28.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling