+475.0%
DINO vs SSNC
+173.6%
+301.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.6% |
| 7D | +2.3% | -4.0% | +6.3% | +4.1% |
| 30D | +22.6% | +0.5% | +22.1% | +22.2% |
| 3M | +55.2% | +18.9% | +36.3% | +42.4% |
| 6M | +93.8% | +10.8% | +82.9% | +82.4% |
| YTD | +139.5% | -7.1% | +146.7% | +143.2% |
| 1Y | +115.3% | -9.6% | +124.9% | +120.5% |
| 3Y | +98.8% | +51.1% | +47.7% | +56.4% |
| 5Y | +333.5% | +19.7% | +313.8% | +273.2% |
| All | +475.0% | +173.6% | +301.4% | +251.2% |
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 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