+16.5%
BTDR vs SSNC
+14.9%
+1.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -6.2% |
| 7D | -3.2% | -6.7% | +3.6% | 0.0% |
| 30D | +32.7% | -0.8% | +33.5% | +33.1% |
| 3M | -28.4% | +16.1% | -44.4% | -34.6% |
| 6M | +51.7% | +7.9% | +43.8% | +44.1% |
| YTD | +2.9% | -8.7% | +11.6% | +7.1% |
| 1Y | -15.5% | -9.5% | -6.0% | -11.7% |
| 3Y | 0.0% | +47.7% | -47.7% | -9.0% |
| 5Y | +16.5% | +17.6% | -1.2% | +5.9% |
| All | +16.5% | +14.9% | +1.5% | +5.9% |
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