+1,068.0%
SSNC vs BUD
+143.6%
+924.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.3% |
| 7D | -4.5% | +1.3% | -5.8% | -5.0% |
| 30D | -3.9% | +10.0% | -13.9% | -7.4% |
| 3M | -1.3% | +1.6% | -2.9% | -2.1% |
| 6M | +14.1% | +6.5% | +7.6% | +11.0% |
| YTD | -9.9% | +34.8% | -44.7% | -20.7% |
| 1Y | -6.2% | +36.5% | -42.7% | -17.9% |
| 3Y | +56.1% | +49.0% | +7.1% | +29.2% |
| 5Y | +5.4% | +51.7% | -46.3% | -14.7% |
| 10Y | +172.3% | -7.5% | +179.8% | +147.0% |
| All | +1,068.0% | +143.6% | +924.4% | +639.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling