+34.3%
BP vs SSNC
-3.0%
+37.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.4% |
| 7D | +3.9% | +0.6% | +3.3% | +4.0% |
| 30D | +7.6% | +6.0% | +1.6% | +8.4% |
| 3M | +0.7% | +21.0% | -20.3% | +2.8% |
| 6M | +15.5% | +12.1% | +3.4% | +16.3% |
| YTD | +30.8% | -3.2% | +34.1% | +28.1% |
| 1Y | +34.3% | -4.4% | +38.7% | +33.8% |
| All | +34.3% | -3.0% | +37.3% | +33.8% |
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