+19.0%
BR vs SSNC
+7.5%
+11.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | +1.1% | +2.3% | -1.2% | -0.3% |
| 30D | +14.4% | -3.1% | +17.5% | +16.2% |
| 3M | +12.4% | -2.7% | +15.2% | +14.0% |
| 6M | +35.4% | +23.7% | +11.8% | +19.7% |
| YTD | -12.2% | -8.0% | -4.1% | -8.7% |
| 1Y | -12.7% | -4.7% | -8.0% | -11.2% |
| 3Y | +14.3% | +58.0% | -43.7% | -13.4% |
| All | +19.0% | +7.5% | +11.4% | +11.0% |
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