+44.7%
DG vs SSNC
-3.9%
+48.6%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -1.6% | +10.1% | +9.2% |
| 7D | +12.3% | -1.1% | +13.4% | +12.7% |
| 30D | +19.3% | +0.6% | +18.7% | +19.4% |
| 3M | +11.9% | -1.5% | +13.3% | +12.8% |
| 6M | +25.0% | +15.8% | +9.2% | +18.3% |
| YTD | +8.7% | -8.0% | +16.7% | +11.8% |
| 1Y | +44.7% | -5.8% | +50.5% | +47.3% |
| All | +44.7% | -3.9% | +48.6% | +47.3% |
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 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