+58.4%
DAL vs SSNC
-6.2%
+64.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.2% | +5.0% | +5.2% |
| 7D | +10.0% | -4.5% | +14.5% | +11.6% |
| 30D | +12.0% | -3.9% | +15.9% | +13.4% |
| 3M | +0.8% | -1.3% | +2.1% | +1.1% |
| 6M | +26.2% | +14.1% | +12.0% | +21.0% |
| YTD | +33.7% | -9.9% | +43.6% | +41.3% |
| All | +58.4% | -6.2% | +64.6% | +61.5% |
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