+48.0%
BAX vs SSNC
-3.9%
+51.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.6% | +5.6% | +4.6% |
| 7D | +4.1% | -1.1% | +5.2% | +4.5% |
| 30D | +9.4% | +0.6% | +8.8% | +8.7% |
| 3M | -6.5% | -1.5% | -5.0% | -6.2% |
| 6M | +59.6% | +15.8% | +43.8% | +49.0% |
| YTD | +38.9% | -8.0% | +46.8% | +39.4% |
| 1Y | +48.0% | -5.8% | +53.8% | +45.9% |
| All | +48.0% | -3.9% | +51.9% | +45.9% |
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