+1,055.3%
DELL vs SSNC
+14.9%
+1,040.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.8% | -5.1% |
| 7D | -1.9% | -6.7% | +4.9% | +1.5% |
| 30D | +14.9% | -0.8% | +15.7% | +15.3% |
| 3M | +37.2% | +16.1% | +21.2% | +25.0% |
| 6M | +254.0% | +7.9% | +246.0% | +234.6% |
| YTD | +306.1% | -8.7% | +314.8% | +322.9% |
| 1Y | +312.3% | -9.5% | +321.8% | +330.5% |
| 3Y | +654.0% | +47.7% | +606.4% | +480.7% |
| 5Y | +1,055.3% | +17.6% | +1,037.7% | +895.3% |
| All | +1,055.3% | +14.9% | +1,040.4% | +895.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling