-18.3%
BIDU vs SSNC
-8.1%
-10.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.8% |
| 7D | -8.1% | -4.0% | -4.1% | -7.8% |
| 30D | -12.8% | +0.5% | -13.3% | -12.7% |
| 3M | -21.3% | +18.9% | -40.2% | -21.7% |
| 6M | -27.0% | +10.8% | -37.8% | -26.8% |
| YTD | -30.0% | -7.1% | -22.9% | -28.7% |
| 1Y | -18.3% | -9.6% | -8.7% | -12.1% |
| All | -18.3% | -8.1% | -10.1% | -12.1% |
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 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