+324.3%
DOCN vs SSNC
+52.6%
+271.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +4.0% | +3.5% |
| 7D | +1.1% | +0.6% | +0.5% | +0.7% |
| 30D | -9.6% | +6.0% | -15.7% | -13.0% |
| 3M | -37.7% | +21.0% | -58.7% | -46.1% |
| 6M | +115.2% | +12.1% | +103.1% | +98.3% |
| YTD | +133.7% | -3.2% | +137.0% | +147.2% |
| 1Y | +250.2% | -4.4% | +254.5% | +273.4% |
| All | +324.3% | +52.6% | +271.7% | +122.6% |
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 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