-61.5%
DOCS vs SSNC
-3.0%
-58.6%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.6% | -2.2% |
| 7D | -1.4% | +0.6% | -2.1% | -1.7% |
| 30D | +21.8% | +6.0% | +15.8% | +18.1% |
| 3M | +27.3% | +21.0% | +6.3% | +14.7% |
| 6M | -0.3% | +12.1% | -12.4% | -7.6% |
| YTD | -40.5% | -3.2% | -37.3% | -40.8% |
| 1Y | -61.5% | -4.4% | -57.2% | -61.7% |
| All | -61.5% | -3.0% | -58.6% | -61.7% |
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