-38.3%
DOCS vs SSNC
-5.1%
-33.2%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -2.1% |
| 7D | -0.6% | -2.5% | +2.0% | +0.9% |
| 30D | +6.3% | -2.7% | +9.0% | +7.4% |
| 3M | +26.5% | -0.8% | +27.3% | +27.0% |
| 6M | +24.8% | +15.5% | +9.3% | +14.2% |
| YTD | -26.8% | -8.8% | -18.0% | -23.5% |
| 1Y | -38.3% | -5.8% | -32.5% | -38.2% |
| All | -38.3% | -5.1% | -33.2% | -38.2% |
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 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