-36.1%
BBWI vs SSNC
-3.0%
-33.1%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +4.0% | +3.1% |
| 7D | +1.5% | +0.6% | +0.9% | +1.3% |
| 30D | -5.2% | +6.0% | -11.2% | -6.5% |
| 3M | +11.1% | +21.0% | -9.9% | +6.2% |
| 6M | -13.4% | +12.1% | -25.5% | -15.6% |
| YTD | +0.1% | -3.2% | +3.3% | +1.2% |
| 1Y | -36.1% | -4.4% | -31.8% | -34.1% |
| All | -36.1% | -3.0% | -33.1% | -34.1% |
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