+4.1%
BBWI vs SSNC
-3.9%
+8.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.6% | +5.7% | +4.6% |
| 7D | +8.8% | -1.1% | +9.9% | +9.2% |
| 30D | +34.8% | +0.6% | +34.2% | +35.0% |
| 3M | +12.9% | -1.5% | +14.4% | +13.7% |
| 6M | +29.6% | +15.8% | +13.8% | +26.1% |
| YTD | +20.8% | -8.0% | +28.7% | +26.6% |
| 1Y | +4.1% | -5.8% | +9.9% | +4.8% |
| All | +4.1% | -3.9% | +8.0% | +4.8% |
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