+30.7%
BP vs SSNC
-5.7%
+36.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | +2.5% | +1.4% | +1.2% | +2.7% |
| 30D | -5.6% | -2.6% | -2.9% | -5.9% |
| 3M | +8.0% | -0.6% | +8.6% | +7.9% |
| 6M | +5.7% | +19.9% | -14.2% | +7.6% |
| YTD | +36.8% | -8.2% | +45.0% | +31.0% |
| 1Y | +30.7% | -5.5% | +36.3% | +25.6% |
| All | +30.7% | -5.7% | +36.5% | +25.6% |
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