-5.7%
CDW vs SSNC
+6.2%
-11.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.2% | +4.6% | +4.7% |
| 7D | +9.3% | -4.5% | +13.8% | +12.2% |
| 30D | +15.8% | -3.9% | +19.7% | +18.0% |
| 3M | +21.8% | -1.3% | +23.1% | +22.5% |
| 6M | +58.8% | +14.1% | +44.6% | +46.5% |
| YTD | +22.8% | -9.9% | +32.7% | +29.3% |
| 1Y | +17.9% | -6.2% | +24.1% | +21.0% |
| 3Y | -17.4% | +56.1% | -73.5% | -39.7% |
| 5Y | -5.7% | +5.4% | -11.1% | -9.1% |
| All | -5.7% | +6.2% | -11.9% | -9.1% |
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