+106.8%
BTSG vs SSNC
-9.7%
+116.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.5% | -6.1% | -6.5% |
| 7D | -5.8% | -6.7% | +1.0% | -4.6% |
| 30D | 0.0% | -0.8% | +0.8% | +0.1% |
| 3M | -4.5% | +16.1% | -20.5% | -7.5% |
| 6M | +40.0% | +7.9% | +32.1% | +40.0% |
| YTD | +54.6% | -8.7% | +63.3% | +66.5% |
| All | +106.8% | -9.7% | +116.5% | +134.3% |
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