-48.1%
DOCS vs SSNC
-7.9%
-40.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.3% | -1.6% |
| 7D | -0.8% | -3.3% | +2.6% | +1.2% |
| 30D | +17.4% | -1.3% | +18.7% | +17.7% |
| 3M | +57.4% | -2.3% | +59.7% | +59.2% |
| 6M | +26.5% | +12.6% | +13.9% | +17.4% |
| YTD | -26.6% | -10.1% | -16.5% | -23.0% |
| 1Y | -48.1% | -6.6% | -41.5% | -49.1% |
| All | -48.1% | -7.9% | -40.1% | -49.1% |
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