+1,392.4%
DINO vs SSNC
+1,082.2%
+310.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.2% |
| 7D | +5.7% | +0.6% | +5.1% | +5.4% |
| 30D | +27.8% | +6.0% | +21.8% | +24.6% |
| 3M | +45.6% | +21.0% | +24.7% | +33.2% |
| 6M | +88.5% | +12.1% | +76.4% | +77.2% |
| YTD | +134.1% | -3.2% | +137.3% | +133.1% |
| 1Y | +111.1% | -4.4% | +115.5% | +110.3% |
| 3Y | +109.1% | +51.6% | +57.5% | +67.7% |
| 5Y | +307.2% | +21.1% | +286.1% | +253.7% |
| 10Y | +495.9% | +177.7% | +318.3% | +251.8% |
| All | +1,392.4% | +1,082.2% | +310.2% | +338.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling