+52.5%
DAL vs SSNC
-7.9%
+60.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +2.9% | +2.4% |
| 7D | +8.8% | -3.3% | +12.1% | +9.9% |
| 30D | +5.4% | -1.3% | +6.7% | +5.8% |
| 3M | -4.9% | -2.3% | -2.6% | -4.3% |
| 6M | +19.8% | +12.6% | +7.2% | +15.5% |
| YTD | +27.0% | -10.1% | +37.1% | +34.0% |
| 1Y | +52.5% | -6.6% | +59.0% | +53.7% |
| All | +52.5% | -7.9% | +60.4% | +53.7% |
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