+1,091.2%
SSNC vs BUD
+140.7%
+950.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +1.6% |
| 7D | -0.2% | +0.5% | -0.7% | -0.4% |
| 30D | -1.9% | +7.4% | -9.3% | -4.6% |
| 3M | -0.2% | +4.3% | -4.5% | -1.9% |
| 6M | +19.4% | +5.3% | +14.1% | +16.6% |
| YTD | -8.1% | +33.2% | -41.3% | -18.8% |
| 1Y | -5.3% | +31.8% | -37.0% | -16.0% |
| 3Y | +56.9% | +47.8% | +9.1% | +30.3% |
| 5Y | +8.0% | +50.2% | -42.1% | -12.2% |
| 10Y | +183.6% | -4.8% | +188.4% | +153.8% |
| All | +1,091.2% | +140.7% | +950.5% | +657.0% |
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