+1,003.0%
BE vs SSNC
+61.6%
+941.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.7% | +5.0% | +5.3% |
| 7D | +9.0% | -4.0% | +13.1% | +12.5% |
| 30D | +16.3% | +0.5% | +15.7% | +15.1% |
| 3M | +10.8% | +18.9% | -8.1% | -10.1% |
| 6M | +73.2% | +10.8% | +62.4% | +47.6% |
| YTD | +217.4% | -7.1% | +224.5% | +210.3% |
| 1Y | +309.8% | -9.6% | +319.4% | +309.7% |
| 3Y | +1,726.2% | +51.1% | +1,675.1% | +971.1% |
| 5Y | +1,306.2% | +19.7% | +1,286.5% | +956.5% |
| All | +1,003.0% | +61.6% | +941.4% | +433.6% |
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