-5.8%
SSNC vs BUD
+38.6%
-44.4%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +1.0% |
| 7D | -2.5% | +6.0% | -8.6% | -3.3% |
| 30D | -2.7% | +11.3% | -14.0% | -3.8% |
| 3M | -0.8% | +3.6% | -4.4% | -1.7% |
| 6M | +15.5% | +7.7% | +7.8% | +14.3% |
| YTD | -8.8% | +36.4% | -45.2% | -11.7% |
| 1Y | -5.8% | +37.8% | -43.7% | -8.6% |
| All | -5.8% | +38.6% | -44.4% | -8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling