+91.2%
ALLE vs SSNC
+57.7%
+33.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +1.6% | +1.4% | +0.2% | +1.1% |
| 30D | +24.1% | -2.6% | +26.7% | +25.1% |
| 3M | +14.8% | -0.6% | +15.4% | +14.8% |
| 6M | +45.9% | +19.9% | +26.0% | +34.9% |
| YTD | +20.7% | -8.2% | +28.9% | +25.8% |
| 1Y | +14.2% | -5.5% | +19.7% | +17.0% |
| All | +91.2% | +57.7% | +33.4% | +36.3% |
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