+309.8%
BE vs SSNC
-8.1%
+317.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.7% | +5.0% | +7.8% |
| 7D | +9.0% | -4.0% | +13.1% | +6.1% |
| 30D | +16.3% | +0.5% | +15.7% | +16.8% |
| 3M | +10.8% | +18.9% | -8.1% | +28.5% |
| 6M | +73.2% | +10.8% | +62.4% | +98.8% |
| YTD | +217.4% | -7.1% | +224.5% | +254.0% |
| 1Y | +309.8% | -9.6% | +319.4% | +482.0% |
| All | +309.8% | -8.1% | +317.9% | +482.0% |
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