+42.1%
BEN vs SSNC
-3.0%
+45.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +3.8% |
| 7D | +0.2% | +0.6% | -0.4% | 0.0% |
| 30D | -0.5% | +6.0% | -6.6% | -2.3% |
| 3M | +9.7% | +21.0% | -11.2% | +3.8% |
| 6M | +33.9% | +12.1% | +21.8% | +29.8% |
| YTD | +49.0% | -3.2% | +52.2% | +53.1% |
| 1Y | +42.1% | -4.4% | +46.5% | +49.0% |
| All | +42.1% | -3.0% | +45.1% | +49.0% |
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