-13.0%
ALB vs SSNC
-5.7%
-7.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -3.6% | +1.4% | -4.9% | -3.4% |
| 30D | -2.9% | -2.6% | -0.2% | -3.2% |
| 3M | -25.8% | -0.6% | -25.2% | -25.9% |
| 6M | -53.6% | +19.9% | -73.5% | -52.5% |
| YTD | -32.4% | -8.2% | -24.2% | -31.8% |
| 1Y | -13.0% | -5.5% | -7.5% | -11.8% |
| All | -13.0% | -5.7% | -7.3% | -11.8% |
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