+360.5%
BE vs SSNC
-3.0%
+363.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.5% | +6.6% |
| 7D | +20.0% | +0.6% | +19.3% | +20.4% |
| 30D | +7.9% | +6.0% | +1.9% | +12.3% |
| 3M | -13.2% | +21.0% | -34.2% | +2.7% |
| 6M | +53.5% | +12.1% | +41.4% | +79.7% |
| YTD | +191.0% | -3.2% | +194.3% | +235.3% |
| 1Y | +360.5% | -4.4% | +364.9% | +540.8% |
| All | +360.5% | -3.0% | +363.5% | +540.8% |
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