+707.7%
BE vs SSNC
+59.7%
+648.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.5% |
| 7D | +20.5% | +1.4% | +19.2% | +19.2% |
| 30D | -23.4% | -2.6% | -20.7% | -21.8% |
| 3M | -14.9% | -0.6% | -14.3% | -15.4% |
| 6M | -28.1% | +19.9% | -47.9% | -42.9% |
| YTD | +132.4% | -8.2% | +140.6% | +128.2% |
| 1Y | +59.4% | -5.5% | +64.9% | +52.6% |
| 3Y | +1,815.8% | +56.8% | +1,759.1% | +968.5% |
| 5Y | +491.3% | +7.8% | +483.5% | +388.0% |
| All | +707.7% | +59.7% | +648.0% | +292.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling