+55.3%
BE vs SSNC
-3.9%
+59.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.6% | -4.7% | -7.3% |
| 7D | -12.1% | -1.1% | -11.0% | -12.8% |
| 30D | -30.1% | +0.6% | -30.7% | -28.6% |
| 3M | -12.1% | -1.5% | -10.7% | -11.5% |
| 6M | -30.6% | +15.8% | -46.4% | -17.6% |
| YTD | +130.6% | -8.0% | +138.6% | +166.2% |
| 1Y | +55.3% | -5.8% | +61.1% | +74.8% |
| All | +55.3% | -3.9% | +59.2% | +74.8% |
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