+748.8%
DECK vs SSNC
+184.6%
+564.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.6% |
| 7D | +0.1% | +2.3% | -2.2% | -1.1% |
| 30D | +4.8% | -3.1% | +7.9% | +6.5% |
| 3M | -6.9% | -2.7% | -4.2% | -5.6% |
| 6M | -7.6% | +23.7% | -31.3% | -18.5% |
| YTD | -16.3% | -8.0% | -8.2% | -13.6% |
| 1Y | +4.5% | -4.7% | +9.2% | +5.6% |
| 3Y | -17.1% | +58.0% | -75.1% | -38.8% |
| 5Y | +21.9% | +8.0% | +13.9% | +11.7% |
| All | +748.8% | +184.6% | +564.2% | +504.6% |
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