+540.9%
DAL vs SSNC
+1,082.2%
-541.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +2.5% |
| 7D | +0.1% | +0.6% | -0.5% | -0.3% |
| 30D | -13.9% | +6.0% | -20.0% | -16.8% |
| 3M | +1.1% | +21.0% | -19.9% | -10.1% |
| 6M | +26.2% | +12.1% | +14.2% | +16.8% |
| YTD | +16.4% | -3.2% | +19.7% | +16.7% |
| 1Y | +33.9% | -4.4% | +38.2% | +34.7% |
| 3Y | +93.4% | +51.6% | +41.8% | +50.8% |
| 5Y | +106.4% | +21.1% | +85.3% | +81.9% |
| 10Y | +143.0% | +177.7% | -34.7% | +39.5% |
| All | +540.9% | +1,082.2% | -541.3% | +64.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling