+8.6%
ALB vs SSNC
-3.9%
+12.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.6% | +6.9% | +5.1% |
| 7D | -2.1% | -1.1% | -0.9% | -2.2% |
| 30D | -9.0% | +0.6% | -9.6% | -9.0% |
| 3M | -21.1% | -1.5% | -19.6% | -21.2% |
| 6M | -49.9% | +15.8% | -65.7% | -48.9% |
| YTD | -32.3% | -8.0% | -24.3% | -30.6% |
| 1Y | +8.6% | -5.8% | +14.4% | +10.8% |
| All | +8.6% | -3.9% | +12.6% | +10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling