+292.2%
DOV vs SSNC
+173.6%
+118.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.1% |
| 7D | -2.0% | -4.0% | +2.1% | 0.0% |
| 30D | -8.9% | +0.5% | -9.4% | -9.3% |
| 3M | -13.3% | +18.9% | -32.2% | -21.3% |
| 6M | -9.7% | +10.8% | -20.5% | -15.4% |
| YTD | -2.5% | -7.1% | +4.7% | -0.6% |
| 1Y | +7.2% | -9.6% | +16.8% | +10.5% |
| 3Y | +39.4% | +51.1% | -11.7% | +8.5% |
| 5Y | +15.8% | +19.7% | -3.8% | +0.6% |
| All | +292.2% | +173.6% | +118.6% | +154.4% |
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