+82.6%
BEN vs SSNC
+1,023.6%
-941.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.3% | +0.4% |
| 7D | +6.8% | +2.3% | +4.5% | +5.6% |
| 30D | +18.0% | -3.1% | +21.1% | +19.5% |
| 3M | +7.5% | -2.7% | +10.2% | +8.5% |
| 6M | +14.7% | +23.7% | -9.0% | +2.0% |
| YTD | +56.1% | -8.0% | +64.1% | +59.7% |
| 1Y | +69.6% | -4.7% | +74.3% | +70.4% |
| 3Y | +87.7% | +58.0% | +29.7% | +45.8% |
| 5Y | +28.6% | +8.0% | +20.7% | +19.5% |
| 10Y | +59.8% | +183.8% | -124.0% | -8.3% |
| All | +82.6% | +1,023.6% | -941.0% | -47.7% |
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