-4.6%
BA vs SSNC
+52.6%
-57.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.3% |
| 7D | +1.2% | +0.6% | +0.5% | +0.9% |
| 30D | -11.6% | +6.0% | -17.7% | -13.6% |
| 3M | -2.4% | +21.0% | -23.3% | -9.3% |
| 6M | -6.6% | +12.1% | -18.7% | -10.6% |
| YTD | -2.2% | -3.2% | +1.0% | -0.5% |
| 1Y | -8.0% | -4.4% | -3.7% | -6.0% |
| All | -4.6% | +52.6% | -57.2% | -23.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling