+12.9%
BLDR vs SSNC
+15.9%
-3.0%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -0.9% |
| 7D | -2.7% | -3.9% | +1.2% | +0.1% |
| 30D | -14.7% | -0.2% | -14.5% | -14.5% |
| 3M | -20.8% | +15.9% | -36.8% | -29.1% |
| 6M | -35.3% | +7.5% | -42.8% | -39.0% |
| YTD | -40.3% | -8.2% | -32.1% | -37.3% |
| 1Y | -56.3% | -9.3% | -47.0% | -53.6% |
| 3Y | -56.1% | +48.5% | -104.6% | -70.1% |
| 5Y | +12.9% | +16.0% | -3.1% | +0.1% |
| All | +12.9% | +15.9% | -3.0% | +0.1% |
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 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