+184.0%
SSNC vs BUD
-4.3%
+188.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +0.8% |
| 7D | -2.5% | +6.0% | -8.6% | -4.6% |
| 30D | -2.7% | +11.3% | -14.0% | -6.4% |
| 3M | -0.8% | +3.6% | -4.4% | -2.2% |
| 6M | +15.5% | +7.7% | +7.8% | +12.0% |
| YTD | -8.8% | +36.4% | -45.2% | -19.5% |
| 1Y | -5.8% | +37.8% | -43.7% | -17.3% |
| 3Y | +55.7% | +51.2% | +4.4% | +29.4% |
| 5Y | +6.7% | +53.4% | -46.7% | -13.2% |
| 10Y | +184.0% | -3.2% | +187.2% | +132.6% |
| All | +184.0% | -4.3% | +188.3% | +132.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling