+2,040.5%
BX vs SSNC
+1,037.0%
+1,003.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.8% | +2.2% | +0.7% |
| 7D | -2.0% | -1.8% | -0.2% | -1.0% |
| 30D | -2.3% | +1.9% | -4.2% | -3.4% |
| 3M | +18.5% | +18.4% | +0.1% | +6.8% |
| 6M | +23.7% | +7.0% | +16.8% | +18.2% |
| YTD | -10.4% | -6.9% | -3.4% | -7.4% |
| 1Y | -19.6% | -8.2% | -11.4% | -16.4% |
| 3Y | +30.8% | +50.5% | -19.7% | +3.1% |
| 5Y | +24.3% | +17.4% | +7.0% | +14.0% |
| 10Y | +679.5% | +164.9% | +514.5% | +362.2% |
| All | +2,040.5% | +1,037.0% | +1,003.5% | +513.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling