-69.4%
BTDR vs SSNC
-3.9%
-65.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.6% | -4.0% | -5.4% |
| 7D | -17.6% | -1.1% | -16.4% | -17.5% |
| 30D | -40.3% | +0.6% | -40.9% | -40.4% |
| 3M | -42.6% | -1.5% | -41.1% | -42.5% |
| 6M | -46.3% | +15.8% | -62.1% | -48.3% |
| YTD | -41.7% | -8.0% | -33.8% | -36.5% |
| 1Y | -69.4% | -5.8% | -63.6% | -67.7% |
| All | -69.4% | -3.9% | -65.5% | -67.7% |
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