+201.1%
BA vs SSNC
+1,021.7%
-820.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -0.6% | +1.4% | -1.9% | -1.2% |
| 30D | -8.0% | -2.6% | -5.4% | -7.0% |
| 3M | -25.8% | -0.6% | -25.2% | -25.8% |
| 6M | -27.6% | +19.9% | -47.5% | -34.9% |
| YTD | -21.0% | -8.2% | -12.8% | -19.2% |
| 1Y | -12.3% | -5.5% | -6.7% | -11.7% |
| 3Y | -12.8% | +56.8% | -69.5% | -33.8% |
| 5Y | -22.4% | +7.8% | -30.2% | -28.7% |
| 10Y | +24.6% | +183.3% | -158.8% | -23.2% |
| All | +201.1% | +1,021.7% | -820.6% | +9.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling