+75.6%
BN vs SSNC
+51.8%
+23.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.8% | +1.2% | -0.1% |
| 7D | -1.2% | -1.8% | +0.6% | 0.0% |
| 30D | -10.9% | +1.9% | -12.8% | -12.0% |
| 3M | -11.1% | +18.4% | -29.5% | -21.2% |
| 6M | -4.4% | +7.0% | -11.3% | -8.8% |
| YTD | -14.1% | -6.9% | -7.2% | -8.9% |
| 1Y | -11.1% | -8.2% | -2.9% | -4.6% |
| 3Y | +75.6% | +50.5% | +25.0% | +25.1% |
| All | +75.6% | +51.8% | +23.7% | +25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling