+16.4%
DOV vs SSNC
+15.9%
+0.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -1.0% |
| 7D | +1.3% | -3.9% | +5.2% | +3.2% |
| 30D | -8.6% | -0.2% | -8.5% | -8.7% |
| 3M | -13.1% | +15.9% | -29.1% | -20.1% |
| 6M | -8.8% | +7.5% | -16.3% | -13.0% |
| YTD | -1.2% | -8.2% | +7.0% | +2.5% |
| 1Y | +10.7% | -9.3% | +20.0% | +15.4% |
| 3Y | +39.3% | +48.5% | -9.2% | +5.4% |
| 5Y | +16.4% | +16.0% | +0.4% | +1.2% |
| All | +16.4% | +15.9% | +0.5% | +1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling