+115.3%
DINO vs SSNC
-8.1%
+123.5%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | +0.3% |
| 7D | +2.3% | -4.0% | +6.3% | +1.9% |
| 30D | +22.6% | +0.5% | +22.1% | +22.7% |
| 3M | +55.2% | +18.9% | +36.3% | +58.2% |
| 6M | +93.8% | +10.8% | +82.9% | +95.4% |
| YTD | +139.5% | -7.1% | +146.7% | +134.7% |
| 1Y | +115.3% | -9.6% | +124.9% | +110.1% |
| All | +115.3% | -8.1% | +123.5% | +110.1% |
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