+1,062.3%
DECK vs SSNC
+1,024.5%
+37.8%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -1.6% | +7.6% | +6.8% |
| 7D | +10.4% | -1.1% | +11.5% | +11.0% |
| 30D | +11.1% | +0.6% | +10.5% | +10.6% |
| 3M | -10.8% | -1.5% | -9.3% | -10.2% |
| 6M | -8.7% | +15.8% | -24.6% | -15.6% |
| YTD | -14.0% | -8.0% | -6.1% | -11.7% |
| 1Y | +12.0% | -5.8% | +17.9% | +13.8% |
| 3Y | -10.5% | +58.2% | -68.6% | -30.8% |
| 5Y | +28.5% | +9.5% | +19.0% | +18.8% |
| 10Y | +923.3% | +183.3% | +739.9% | +508.4% |
| All | +1,062.3% | +1,024.5% | +37.8% | +269.3% |
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