+42.3%
BBIO vs SSNC
+19.2%
+23.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -1.3% |
| 7D | -3.2% | -4.0% | +0.8% | -0.4% |
| 30D | -13.6% | +0.5% | -14.1% | -14.2% |
| 3M | +7.2% | +18.9% | -11.7% | -7.5% |
| 6M | +1.5% | +10.8% | -9.4% | -8.0% |
| YTD | -5.3% | -7.1% | +1.8% | -2.0% |
| 1Y | +37.7% | -9.6% | +47.3% | +45.3% |
| 3Y | +153.9% | +51.1% | +102.8% | +50.7% |
| All | +42.3% | +19.2% | +23.1% | +17.3% |
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