+1,089.7%
SSNC vs BTG
+468.8%
+620.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.0% | -1.5% |
| 7D | -3.9% | +2.4% | -6.3% | -4.0% |
| 30D | -0.2% | +9.5% | -9.7% | -0.6% |
| 3M | +15.9% | +38.5% | -22.6% | +13.9% |
| 6M | +7.5% | +5.6% | +1.8% | +6.7% |
| YTD | -8.2% | +23.9% | -32.1% | -9.7% |
| 1Y | -9.3% | +32.1% | -41.5% | -11.3% |
| 3Y | +48.5% | +103.2% | -54.7% | +41.1% |
| 5Y | +16.0% | +79.7% | -63.7% | +10.3% |
| 10Y | +169.2% | +159.1% | +10.0% | +152.1% |
| All | +1,089.7% | +468.8% | +620.9% | +871.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling