+203.8%
DHR vs SSNC
+173.6%
+30.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.9% |
| 7D | -3.6% | -4.0% | +0.4% | -2.1% |
| 30D | -2.7% | +0.5% | -3.3% | -3.0% |
| 3M | +10.9% | +18.9% | -8.0% | +3.0% |
| 6M | +3.0% | +10.8% | -7.8% | -1.7% |
| YTD | -12.2% | -7.1% | -5.1% | -10.4% |
| 1Y | +3.3% | -9.6% | +12.9% | +6.4% |
| 3Y | -8.2% | +51.1% | -59.3% | -23.2% |
| 5Y | -29.9% | +19.7% | -49.6% | -36.9% |
| All | +203.8% | +173.6% | +30.2% | +112.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling