+358.3%
DELL vs SSNC
-8.1%
+366.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.7% | +10.3% | +11.8% |
| 7D | +8.2% | -4.0% | +12.3% | +8.5% |
| 30D | +17.1% | +0.5% | +16.6% | +17.1% |
| 3M | +45.2% | +18.9% | +26.2% | +43.3% |
| 6M | +286.8% | +10.8% | +275.9% | +285.8% |
| YTD | +354.8% | -7.1% | +361.9% | +372.6% |
| 1Y | +358.3% | -9.6% | +367.9% | +426.8% |
| All | +358.3% | -8.1% | +366.4% | +426.8% |
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