+183.9%
SSNC vs BUD
-2.1%
+186.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -0.2% |
| 7D | +2.3% | +1.0% | +1.3% | +1.9% |
| 30D | -3.1% | +6.7% | -9.8% | -5.4% |
| 3M | -2.7% | +5.7% | -8.5% | -4.8% |
| 6M | +23.7% | +5.8% | +17.9% | +20.7% |
| YTD | -8.0% | +34.4% | -42.4% | -18.4% |
| 1Y | -4.7% | +33.3% | -38.0% | -15.3% |
| 3Y | +58.0% | +48.8% | +9.2% | +32.0% |
| 5Y | +8.0% | +52.5% | -44.6% | -12.1% |
| All | +183.9% | -2.1% | +186.0% | +128.0% |
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