+60.1%
DOCN vs SSNC
+21.4%
+38.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +4.0% | +3.9% |
| 7D | +1.1% | +0.6% | +0.5% | +0.5% |
| 30D | -9.6% | +6.0% | -15.7% | -14.9% |
| 3M | -37.7% | +21.0% | -58.7% | -50.6% |
| 6M | +115.2% | +12.1% | +103.1% | +84.3% |
| YTD | +133.7% | -3.2% | +137.0% | +134.4% |
| 1Y | +250.2% | -4.4% | +254.5% | +252.3% |
| 3Y | +320.3% | +51.6% | +268.7% | +129.6% |
| All | +60.1% | +21.4% | +38.6% | +45.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling