+7.2%
DECK vs SSNC
-7.3%
+14.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | 0.0% | -1.0% |
| 7D | +6.0% | -2.8% | +8.9% | +7.1% |
| 30D | +7.4% | +0.4% | +7.0% | +7.5% |
| 3M | -11.7% | -0.7% | -10.9% | -11.2% |
| 6M | -11.0% | +13.9% | -24.9% | -14.2% |
| YTD | -15.4% | -9.4% | -6.0% | -10.6% |
| 1Y | +7.2% | -7.4% | +14.6% | +10.8% |
| All | +7.2% | -7.3% | +14.6% | +10.8% |
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