-29.6%
BR vs SSNC
-3.0%
-26.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.2% | -2.6% |
| 7D | -5.3% | +0.6% | -5.9% | -5.7% |
| 30D | +6.4% | +6.0% | +0.4% | +2.6% |
| 3M | +13.6% | +21.0% | -7.3% | +1.0% |
| 6M | -6.7% | +12.1% | -18.8% | -14.0% |
| YTD | -21.1% | -3.2% | -17.9% | -21.7% |
| 1Y | -29.6% | -4.4% | -25.2% | -28.2% |
| All | -29.6% | -3.0% | -26.6% | -28.2% |
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 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