+111.1%
DINO vs SSNC
-3.0%
+114.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.8% |
| 7D | +5.7% | +0.6% | +5.1% | +5.8% |
| 30D | +27.8% | +6.0% | +21.8% | +28.5% |
| 3M | +45.6% | +21.0% | +24.7% | +48.4% |
| 6M | +88.5% | +12.1% | +76.4% | +90.3% |
| YTD | +134.1% | -3.2% | +137.3% | +130.8% |
| 1Y | +111.1% | -4.4% | +115.5% | +110.2% |
| All | +111.1% | -3.0% | +114.1% | +110.2% |
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