+249.6%
ALAB vs SSNC
+27.6%
+222.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +0.2% | +13.5% | +13.7% |
| 7D | -5.6% | -4.5% | -1.1% | -5.1% |
| 30D | -36.6% | -3.9% | -32.8% | -36.5% |
| 3M | -35.1% | -1.3% | -33.8% | -35.3% |
| 6M | +8.5% | +14.1% | -5.6% | +4.4% |
| YTD | +30.4% | -9.9% | +40.3% | +44.3% |
| 1Y | +31.0% | -6.2% | +37.3% | +40.8% |
| All | +249.6% | +27.6% | +222.0% | +207.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 3y: compounded portfolio wealth divided by compounded SSNC 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…
3y analysis · Full analysis span regression · 6 months rolling