+1,988.6%
BLDR vs SSNC
+1,082.2%
+906.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +3.4% |
| 7D | -2.8% | +0.6% | -3.5% | -3.3% |
| 30D | -13.3% | +6.0% | -19.3% | -17.0% |
| 3M | -12.3% | +21.0% | -33.2% | -24.6% |
| 6M | -31.5% | +12.1% | -43.6% | -38.0% |
| YTD | -36.1% | -3.2% | -32.8% | -36.4% |
| 1Y | -54.1% | -4.4% | -49.7% | -54.0% |
| 3Y | -55.8% | +51.6% | -107.4% | -69.0% |
| 5Y | +20.7% | +21.1% | -0.4% | +0.1% |
| 10Y | +390.2% | +177.7% | +212.6% | +107.1% |
| All | +1,988.6% | +1,082.2% | +906.4% | +161.0% |
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