-8.6%
BN vs SSNC
-3.0%
-5.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.1% |
| 7D | -2.5% | +0.6% | -3.1% | -2.7% |
| 30D | -9.5% | +6.0% | -15.5% | -11.3% |
| 3M | -10.4% | +21.0% | -31.4% | -16.2% |
| 6M | -6.4% | +12.1% | -18.4% | -9.5% |
| YTD | -11.9% | -3.2% | -8.6% | -8.4% |
| 1Y | -8.6% | -4.4% | -4.3% | -1.9% |
| All | -8.6% | -3.0% | -5.6% | -1.9% |
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