+314.3%
C vs SSNC
+1,000.8%
-686.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.2% | +2.3% |
| 7D | -0.9% | -4.5% | +3.6% | +1.7% |
| 30D | -5.4% | -3.9% | -1.5% | -3.6% |
| 3M | -9.2% | -1.3% | -7.8% | -9.0% |
| 6M | -1.8% | +14.1% | -16.0% | -10.8% |
| YTD | +6.7% | -9.9% | +16.6% | +10.5% |
| 1Y | +23.5% | -6.2% | +29.7% | +25.0% |
| 3Y | +219.8% | +56.1% | +163.7% | +139.2% |
| 5Y | +112.4% | +5.4% | +107.0% | +96.5% |
| 10Y | +220.1% | +172.3% | +47.8% | +69.4% |
| All | +314.3% | +1,000.8% | -686.5% | -6.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling