+86.2%
DOCN vs SSNC
-5.7%
+91.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.1% | +3.4% | +3.3% |
| 7D | +27.4% | +1.4% | +26.0% | +27.6% |
| 30D | -29.7% | -2.6% | -27.1% | -30.2% |
| 3M | -32.5% | -0.6% | -31.9% | -32.8% |
| 6M | -42.2% | +19.9% | -62.0% | -42.2% |
| YTD | +87.2% | -8.2% | +95.4% | +116.3% |
| 1Y | +86.2% | -5.5% | +91.8% | +112.4% |
| All | +86.2% | -5.7% | +91.9% | +112.4% |
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