-22.8%
CDW vs SSNC
+18.8%
-41.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.8% | -1.4% | -2.9% |
| 7D | -3.9% | -1.8% | -2.1% | -2.8% |
| 30D | +6.9% | +1.9% | +5.0% | +5.8% |
| 3M | +7.7% | +18.4% | -10.7% | -2.4% |
| 6M | +18.3% | +7.0% | +11.4% | +13.5% |
| YTD | +7.8% | -6.9% | +14.7% | +11.7% |
| 1Y | -12.2% | -8.2% | -4.0% | -8.5% |
| 3Y | -28.9% | +50.5% | -79.5% | -46.6% |
| 5Y | -22.8% | +17.4% | -40.2% | -32.4% |
| All | -22.8% | +18.8% | -41.5% | -32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling