+724.9%
DELL vs SSNC
+49.3%
+675.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.7% | +10.3% | +11.3% |
| 7D | +8.2% | -4.0% | +12.3% | +9.9% |
| 30D | +17.1% | +0.5% | +16.6% | +16.8% |
| 3M | +45.2% | +18.9% | +26.2% | +34.2% |
| 6M | +286.8% | +10.8% | +275.9% | +268.6% |
| YTD | +354.8% | -7.1% | +361.9% | +376.8% |
| 1Y | +358.3% | -9.6% | +367.9% | +388.3% |
| 3Y | +724.9% | +51.1% | +673.8% | +683.0% |
| All | +724.9% | +49.3% | +675.6% | +683.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling