+74.2%
BEN vs SSNC
+1,082.2%
-1,008.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +4.1% |
| 7D | +0.2% | +0.6% | -0.4% | -0.1% |
| 30D | -0.5% | +6.0% | -6.6% | -3.5% |
| 3M | +9.7% | +21.0% | -11.2% | -0.9% |
| 6M | +33.9% | +12.1% | +21.8% | +25.3% |
| YTD | +49.0% | -3.2% | +52.2% | +49.2% |
| 1Y | +42.1% | -4.4% | +46.5% | +43.0% |
| 3Y | +51.9% | +51.6% | +0.3% | +20.9% |
| 5Y | +39.0% | +21.1% | +18.0% | +22.8% |
| 10Y | +57.9% | +177.7% | -119.8% | -8.4% |
| All | +74.2% | +1,082.2% | -1,008.0% | -51.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling