+365.7%
ALAB vs SSNC
+31.8%
+333.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.8% | -3.1% | -6.3% |
| 7D | +3.2% | -1.8% | +5.0% | +3.6% |
| 30D | -13.6% | +1.9% | -15.5% | -13.8% |
| 3M | -16.6% | +18.4% | -35.0% | -19.3% |
| 6M | +142.3% | +7.0% | +135.4% | +147.3% |
| YTD | +73.6% | -6.9% | +80.6% | +92.2% |
| 1Y | +33.7% | -8.2% | +41.8% | +49.8% |
| All | +365.7% | +31.8% | +333.9% | +309.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling