+4,770.1%
DELL vs SSNC
+180.2%
+4,589.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.8% | +5.7% | +3.8% |
| 7D | +25.6% | -1.8% | +27.4% | +26.8% |
| 30D | +17.7% | +1.9% | +15.7% | +16.4% |
| 3M | +33.4% | +18.4% | +15.0% | +20.2% |
| 6M | +266.2% | +7.0% | +259.2% | +247.0% |
| YTD | +328.0% | -6.9% | +334.9% | +335.4% |
| 1Y | +339.6% | -8.2% | +347.7% | +349.3% |
| 3Y | +694.6% | +50.5% | +644.1% | +517.4% |
| 5Y | +1,122.0% | +17.4% | +1,104.6% | +969.9% |
| 10Y | +4,062.5% | +164.9% | +3,897.5% | +2,477.1% |
| All | +4,770.1% | +180.2% | +4,589.9% | +2,813.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling