+86.7%
BWA vs SSNC
+14.9%
+71.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | -0.1% | -6.7% | +6.7% | +2.8% |
| 30D | -5.5% | -0.8% | -4.7% | -5.3% |
| 3M | -7.6% | +16.1% | -23.7% | -14.2% |
| 6M | +25.0% | +7.9% | +17.0% | +19.3% |
| YTD | +47.0% | -8.7% | +55.7% | +52.6% |
| 1Y | +54.0% | -9.5% | +63.5% | +60.4% |
| 3Y | +70.7% | +47.7% | +23.0% | +29.6% |
| 5Y | +86.7% | +17.6% | +69.0% | +61.7% |
| All | +86.7% | +14.9% | +71.8% | +61.7% |
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 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