+48.5%
SSNC vs BTG
+94.1%
-45.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | -0.4% |
| 7D | -6.7% | -5.5% | -1.3% | -6.4% |
| 30D | -0.8% | +6.1% | -6.9% | -1.2% |
| 3M | +16.1% | +38.6% | -22.6% | +13.6% |
| 6M | +7.9% | +0.7% | +7.3% | +7.8% |
| YTD | -8.7% | +20.3% | -29.0% | -10.6% |
| 1Y | -9.5% | +25.0% | -34.5% | -12.5% |
| All | +48.5% | +94.1% | -45.6% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling