+18.4%
BX vs SSNC
+19.2%
-0.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +0.9% |
| 7D | -5.6% | -4.0% | -1.6% | -2.1% |
| 30D | -12.2% | +0.5% | -12.8% | -12.6% |
| 3M | +7.4% | +18.9% | -11.5% | -9.2% |
| 6M | +22.2% | +10.8% | +11.3% | +10.0% |
| YTD | -14.0% | -7.1% | -6.9% | -8.9% |
| 1Y | -27.3% | -9.6% | -17.7% | -21.2% |
| 3Y | +24.5% | +51.1% | -26.5% | -21.1% |
| All | +18.4% | +19.2% | -0.8% | -0.8% |
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