+104.6%
BB vs SSNC
-5.1%
+109.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | +1.8% | +2.3% | -0.5% | +2.0% |
| 30D | +8.1% | -3.1% | +11.2% | +7.6% |
| 3M | -1.0% | -2.7% | +1.7% | -1.3% |
| 6M | +45.9% | +23.7% | +22.2% | +42.1% |
| YTD | +134.8% | -8.0% | +142.9% | +154.8% |
| 1Y | +104.6% | -4.7% | +109.3% | +121.1% |
| All | +104.6% | -5.1% | +109.6% | +121.1% |
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