+125.6%
DAL vs SSNC
+174.0%
-48.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | -0.3% |
| 7D | +10.7% | -2.5% | +13.3% | +12.5% |
| 30D | +12.5% | -2.7% | +15.2% | +14.2% |
| 3M | +3.6% | -0.8% | +4.5% | +3.5% |
| 6M | +26.7% | +15.5% | +11.2% | +13.3% |
| YTD | +34.3% | -8.8% | +43.1% | +39.3% |
| 1Y | +59.1% | -5.8% | +64.9% | +61.4% |
| 3Y | +179.9% | +55.7% | +124.2% | +103.6% |
| 5Y | +119.1% | +6.7% | +112.5% | +102.9% |
| 10Y | +125.6% | +184.0% | -58.4% | +27.5% |
| All | +125.6% | +174.0% | -48.4% | +27.5% |
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 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