+1,683.3%
BE vs SSNC
+47.5%
+1,635.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -2.6% |
| 7D | +23.9% | -3.9% | +27.8% | +24.7% |
| 30D | +27.8% | -0.2% | +28.0% | +27.6% |
| 3M | +3.7% | +15.9% | -12.2% | -1.2% |
| 6M | +78.0% | +7.5% | +70.5% | +76.1% |
| YTD | +209.9% | -8.2% | +218.1% | +236.4% |
| 1Y | +389.6% | -9.3% | +398.9% | +438.5% |
| All | +1,683.3% | +47.5% | +1,635.8% | +860.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling