+55.8%
DOCS vs SSNC
+55.6%
+0.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.6% | -2.7% | -3.1% |
| 7D | -1.3% | -2.8% | +1.5% | +0.8% |
| 30D | +19.4% | +0.4% | +19.0% | +18.3% |
| 3M | +53.4% | -0.7% | +54.1% | +53.6% |
| 6M | +28.8% | +13.9% | +14.9% | +14.9% |
| YTD | -25.1% | -9.4% | -15.7% | -19.1% |
| 1Y | -48.1% | -7.4% | -40.8% | -45.2% |
| All | +55.8% | +55.6% | +0.1% | -5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling