+4,681.2%
DELL vs SSNC
+191.4%
+4,489.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +2.1% |
| 7D | +14.9% | +0.6% | +14.2% | +14.6% |
| 30D | +13.3% | +6.0% | +7.2% | +9.9% |
| 3M | +24.4% | +21.0% | +3.4% | +10.9% |
| 6M | +258.0% | +12.1% | +245.9% | +231.4% |
| YTD | +320.2% | -3.2% | +323.4% | +319.4% |
| 1Y | +319.1% | -4.4% | +323.4% | +319.9% |
| 3Y | +706.5% | +51.6% | +654.9% | +525.6% |
| 5Y | +1,071.9% | +21.1% | +1,050.8% | +910.9% |
| 10Y | +4,683.5% | +177.7% | +4,505.8% | +2,794.8% |
| All | +4,681.2% | +191.4% | +4,489.9% | +2,706.4% |
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