+9.1%
COR vs SSNC
-9.9%
+19.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.7% |
| 7D | -4.8% | -6.7% | +1.9% | -3.9% |
| 30D | -3.7% | -0.8% | -2.9% | -3.6% |
| 3M | +14.3% | +16.1% | -1.7% | +11.5% |
| 6M | -8.5% | +7.9% | -16.4% | -10.2% |
| YTD | -4.4% | -8.7% | +4.3% | -5.1% |
| 1Y | +9.1% | -9.5% | +18.6% | +9.1% |
| All | +9.1% | -9.9% | +19.0% | +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 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