-0.9%
BA vs SSNC
+21.4%
-22.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.4% |
| 7D | +1.2% | +0.6% | +0.5% | +0.8% |
| 30D | -11.6% | +6.0% | -17.7% | -14.3% |
| 3M | -2.4% | +21.0% | -23.3% | -11.9% |
| 6M | -6.6% | +12.1% | -18.7% | -12.5% |
| YTD | -2.2% | -3.2% | +1.0% | -1.3% |
| 1Y | -8.0% | -4.4% | -3.7% | -6.8% |
| 3Y | -5.0% | +51.6% | -56.6% | -28.5% |
| All | -0.9% | +21.4% | -22.4% | -11.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling