+113.0%
DAL vs SSNC
+7.9%
+105.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.1% | -5.1% | -5.2% |
| 7D | +1.4% | +1.4% | 0.0% | +0.4% |
| 30D | +9.1% | -2.6% | +11.7% | +10.7% |
| 3M | -3.5% | -0.6% | -2.9% | -3.8% |
| 6M | +23.4% | +19.9% | +3.5% | +5.9% |
| YTD | +26.0% | -8.2% | +34.2% | +31.8% |
| 1Y | +44.6% | -5.5% | +50.2% | +47.7% |
| 3Y | +162.7% | +56.8% | +105.9% | +78.1% |
| 5Y | +113.0% | +7.8% | +105.2% | +106.1% |
| All | +113.0% | +7.9% | +105.1% | +106.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling