+259.9%
BBY vs SSNC
+1,021.3%
-761.4%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -0.8% |
| 7D | +1.2% | -3.9% | +5.1% | +3.0% |
| 30D | +6.8% | -0.2% | +7.0% | +6.8% |
| 3M | +18.7% | +15.9% | +2.8% | +10.3% |
| 6M | +37.3% | +7.5% | +29.8% | +31.6% |
| YTD | +35.3% | -8.2% | +43.5% | +38.9% |
| 1Y | +20.7% | -9.3% | +30.0% | +24.3% |
| 3Y | +39.4% | +48.5% | -9.0% | +14.5% |
| 5Y | -1.5% | +16.0% | -17.5% | -10.4% |
| 10Y | +239.8% | +169.2% | +70.6% | +118.5% |
| All | +259.9% | +1,021.3% | -761.4% | +41.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling