+1,273.2%
BE vs SSNC
+15.5%
+1,257.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -2.0% |
| 7D | +23.9% | -3.9% | +27.8% | +26.6% |
| 30D | +27.8% | -0.2% | +28.0% | +27.4% |
| 3M | +3.7% | +15.9% | -12.2% | -9.8% |
| 6M | +78.0% | +7.5% | +70.5% | +62.7% |
| YTD | +209.9% | -8.2% | +218.1% | +218.6% |
| 1Y | +389.6% | -9.3% | +398.9% | +408.2% |
| 3Y | +1,730.6% | +48.5% | +1,682.1% | +982.8% |
| All | +1,273.2% | +15.5% | +1,257.7% | +935.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling