+116.4%
DOCN vs SSNC
-3.9%
+120.4%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.6% | -5.5% | -7.5% |
| 7D | -20.0% | -1.1% | -18.9% | -20.2% |
| 30D | -38.8% | +0.6% | -39.4% | -38.8% |
| 3M | -34.8% | -1.5% | -33.3% | -35.1% |
| 6M | -22.8% | +15.8% | -38.6% | -21.3% |
| YTD | +74.6% | -8.0% | +82.6% | +101.8% |
| 1Y | +116.4% | -5.8% | +122.3% | +147.8% |
| All | +116.4% | -3.9% | +120.4% | +147.8% |
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