+15.9%
D vs SSNC
-5.1%
+21.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.2% |
| 7D | -1.4% | +2.3% | -3.7% | -1.3% |
| 30D | +7.7% | -3.1% | +10.8% | +7.9% |
| 3M | -0.3% | -2.7% | +2.5% | -0.1% |
| 6M | +10.1% | +23.7% | -13.6% | +11.3% |
| YTD | +19.1% | -8.0% | +27.1% | +13.3% |
| 1Y | +15.9% | -4.7% | +20.6% | +11.7% |
| All | +15.9% | -5.1% | +21.0% | +11.7% |
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