-99.8%
BIYA vs SSNC
-1.3%
-98.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | -1.3% | -6.7% | +5.4% | +0.3% |
| 30D | -15.9% | -0.8% | -15.1% | -15.8% |
| 3M | -81.2% | +16.1% | -97.3% | -80.8% |
| 6M | -88.2% | +7.9% | -96.2% | -87.7% |
| YTD | -94.1% | -8.7% | -85.4% | -93.6% |
| 1Y | -98.7% | -9.5% | -89.2% | -98.5% |
| All | -99.8% | -1.3% | -98.4% | -99.8% |
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