+329.1%
DOV vs SSNC
+184.6%
+144.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.1% |
| 7D | +3.0% | +2.3% | +0.7% | +1.8% |
| 30D | +8.6% | -3.1% | +11.7% | +9.8% |
| 3M | +1.9% | -2.7% | +4.6% | +2.6% |
| 6M | -1.7% | +23.7% | -25.4% | -13.2% |
| YTD | +8.3% | -8.0% | +16.4% | +10.3% |
| 1Y | +16.6% | -4.7% | +21.3% | +16.4% |
| 3Y | +65.1% | +58.0% | +7.1% | +24.7% |
| 5Y | +29.2% | +8.0% | +21.2% | +17.5% |
| All | +329.1% | +184.6% | +144.5% | +178.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling