+39.4%
BEN vs SSNC
+15.9%
+23.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -0.7% |
| 7D | +3.4% | -3.9% | +7.3% | +5.8% |
| 30D | +1.8% | -0.2% | +2.0% | +1.7% |
| 3M | +8.4% | +15.9% | -7.6% | -2.3% |
| 6M | +35.6% | +7.5% | +28.2% | +28.2% |
| YTD | +46.4% | -8.2% | +54.6% | +53.0% |
| 1Y | +46.3% | -9.3% | +55.7% | +54.0% |
| 3Y | +54.6% | +48.5% | +6.2% | +10.2% |
| 5Y | +39.4% | +16.0% | +23.4% | +15.0% |
| All | +39.4% | +15.9% | +23.5% | +15.0% |
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