+33.2%
BN vs SSNC
+15.9%
+17.3%
-41.7%
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 | -3.0% | -3.9% | +0.9% | -0.2% |
| 30D | -13.0% | -0.2% | -12.8% | -12.9% |
| 3M | -15.2% | +15.9% | -31.2% | -24.9% |
| 6M | -5.9% | +7.5% | -13.4% | -12.0% |
| YTD | -15.8% | -8.2% | -7.6% | -11.0% |
| 1Y | -12.2% | -9.3% | -2.8% | -6.5% |
| 3Y | +72.2% | +48.5% | +23.8% | +20.3% |
| 5Y | +33.2% | +16.0% | +17.2% | +9.9% |
| All | +33.2% | +15.9% | +17.3% | +9.9% |
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 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