+196.8%
DKS vs SSNC
+173.6%
+23.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +0.5% |
| 7D | -3.0% | -4.0% | +1.1% | -0.7% |
| 30D | -33.4% | +0.5% | -33.9% | -33.4% |
| 3M | -39.4% | +18.9% | -58.3% | -45.1% |
| 6M | -30.1% | +10.8% | -40.9% | -34.7% |
| YTD | -31.0% | -7.1% | -23.8% | -29.2% |
| 1Y | -40.2% | -9.6% | -30.6% | -37.8% |
| 3Y | +30.9% | +51.1% | -20.1% | +1.1% |
| 5Y | +14.0% | +19.7% | -5.6% | -0.5% |
| All | +196.8% | +173.6% | +23.2% | +100.1% |
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 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