+98.8%
DINO vs SSNC
+49.3%
+49.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.3% |
| 7D | +2.3% | -4.0% | +6.3% | +3.3% |
| 30D | +22.6% | +0.5% | +22.1% | +22.3% |
| 3M | +55.2% | +18.9% | +36.3% | +48.1% |
| 6M | +93.8% | +10.8% | +82.9% | +88.3% |
| YTD | +139.5% | -7.1% | +146.7% | +147.9% |
| 1Y | +115.3% | -9.6% | +124.9% | +125.6% |
| 3Y | +98.8% | +51.1% | +47.7% | +59.2% |
| All | +98.8% | +49.3% | +49.5% | +59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling