+94.9%
BNS vs SSNC
+19.2%
+75.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.1% | +0.1% |
| 7D | -0.4% | -4.0% | +3.6% | +0.9% |
| 30D | +3.5% | +0.5% | +2.9% | +3.2% |
| 3M | +14.1% | +18.9% | -4.9% | +7.0% |
| 6M | +33.8% | +10.8% | +22.9% | +28.4% |
| YTD | +29.5% | -7.1% | +36.6% | +32.2% |
| 1Y | +48.4% | -9.6% | +58.0% | +53.0% |
| 3Y | +129.6% | +51.1% | +78.5% | +84.5% |
| All | +94.9% | +19.2% | +75.7% | +65.2% |
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