+41.1%
CLS vs SSNC
-3.0%
+44.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +0.5% |
| 7D | +4.6% | +0.6% | +3.9% | +4.7% |
| 30D | -13.9% | +6.0% | -19.9% | -12.2% |
| 3M | -26.6% | +21.0% | -47.5% | -19.6% |
| 6M | +15.4% | +12.1% | +3.3% | +24.9% |
| YTD | +5.7% | -3.2% | +8.9% | +10.5% |
| 1Y | +41.1% | -4.4% | +45.5% | +45.8% |
| All | +41.1% | -3.0% | +44.1% | +45.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling