-47.3%
DOCS vs SSNC
-3.9%
-43.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.6% | +8.0% | +7.3% |
| 7D | +1.2% | -1.1% | +2.4% | +1.8% |
| 30D | +21.3% | +0.6% | +20.7% | +20.2% |
| 3M | +58.4% | -1.5% | +59.9% | +59.3% |
| 6M | +39.3% | +15.8% | +23.5% | +27.1% |
| YTD | -21.7% | -8.0% | -13.8% | -19.0% |
| 1Y | -47.3% | -5.8% | -41.5% | -47.9% |
| All | -47.3% | -3.9% | -43.4% | -47.9% |
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