+89.2%
ALLE vs SSNC
+54.4%
+34.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.2% | -0.6% |
| 7D | -0.6% | -3.3% | +2.8% | +0.7% |
| 30D | +25.3% | -1.3% | +26.6% | +25.7% |
| 3M | +10.3% | -2.3% | +12.6% | +10.9% |
| 6M | +38.0% | +12.6% | +25.4% | +31.0% |
| YTD | +17.8% | -10.1% | +27.9% | +23.7% |
| 1Y | +13.6% | -6.6% | +20.2% | +16.7% |
| 3Y | +89.2% | +54.0% | +35.2% | +36.4% |
| All | +89.2% | +54.4% | +34.8% | +36.4% |
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