+122.8%
DAL vs SSNC
+172.0%
-49.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +2.9% | +2.7% |
| 7D | +8.8% | -3.3% | +12.1% | +11.2% |
| 30D | +5.4% | -1.3% | +6.7% | +5.9% |
| 3M | -4.9% | -2.3% | -2.6% | -4.1% |
| 6M | +19.8% | +12.6% | +7.2% | +9.0% |
| YTD | +27.0% | -10.1% | +37.1% | +32.9% |
| 1Y | +52.5% | -6.6% | +59.0% | +55.4% |
| 3Y | +173.8% | +54.0% | +119.9% | +100.9% |
| 5Y | +104.5% | +7.0% | +97.6% | +89.2% |
| All | +122.8% | +172.0% | -49.2% | +30.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling