+275.1%
BLK vs SSNC
+173.6%
+101.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.7% |
| 7D | -3.3% | -4.0% | +0.7% | -1.1% |
| 30D | -6.5% | +0.5% | -7.0% | -6.8% |
| 3M | +6.7% | +18.9% | -12.2% | -3.6% |
| 6M | +14.7% | +10.8% | +3.9% | +7.3% |
| YTD | +2.5% | -7.1% | +9.7% | +5.4% |
| 1Y | -2.8% | -9.6% | +6.8% | +1.3% |
| 3Y | +65.9% | +51.1% | +14.8% | +28.3% |
| 5Y | +33.0% | +19.7% | +13.3% | +15.6% |
| All | +275.1% | +173.6% | +101.5% | +139.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling