+13.9%
COR vs SSNC
-3.0%
+16.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.7% |
| 7D | +2.8% | +0.6% | +2.1% | +2.7% |
| 30D | +4.5% | +6.0% | -1.5% | +3.7% |
| 3M | +22.7% | +21.0% | +1.7% | +18.9% |
| 6M | -9.7% | +12.1% | -21.8% | -12.0% |
| YTD | -1.4% | -3.2% | +1.8% | -3.0% |
| 1Y | +13.9% | -4.4% | +18.3% | +13.5% |
| All | +13.9% | -3.0% | +16.9% | +13.5% |
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