-8.8%
BURL vs SSNC
-6.2%
-2.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.2% |
| 7D | +7.7% | -4.5% | +12.2% | +8.8% |
| 30D | -7.1% | -3.9% | -3.3% | -6.4% |
| 3M | -30.3% | -1.3% | -29.0% | -30.1% |
| 6M | -15.5% | +14.1% | -29.7% | -17.8% |
| YTD | -11.0% | -9.9% | -1.1% | -12.8% |
| All | -8.8% | -6.2% | -2.6% | -11.4% |
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