-10.6%
BA vs SSNC
-4.9%
-5.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.5% |
| 7D | -1.4% | -0.2% | -1.2% | -1.4% |
| 30D | -7.9% | -1.9% | -6.0% | -7.8% |
| 3M | -25.2% | -0.2% | -25.0% | -25.3% |
| 6M | -26.7% | +19.4% | -46.1% | -28.3% |
| YTD | -19.6% | -8.1% | -11.5% | -22.8% |
| 1Y | -10.6% | -5.3% | -5.3% | -13.5% |
| All | -10.6% | -4.9% | -5.7% | -13.5% |
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