+729.8%
DOV vs SSNC
+1,082.2%
-352.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.5% |
| 7D | -2.7% | +0.6% | -3.3% | -2.9% |
| 30D | -8.1% | +6.0% | -14.1% | -10.5% |
| 3M | -9.4% | +21.0% | -30.4% | -17.5% |
| 6M | -12.6% | +12.1% | -24.7% | -18.0% |
| YTD | -0.5% | -3.2% | +2.8% | -0.8% |
| 1Y | +9.2% | -4.4% | +13.6% | +9.2% |
| 3Y | +34.1% | +51.6% | -17.5% | +8.0% |
| 5Y | +17.3% | +21.1% | -3.8% | +3.6% |
| 10Y | +284.9% | +177.7% | +107.2% | +134.7% |
| All | +729.8% | +1,082.2% | -352.4% | +155.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling