+32.0%
DRI vs SSNC
-3.9%
+36.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.6% | +6.7% | +5.3% |
| 7D | +6.5% | -1.1% | +7.6% | +6.6% |
| 30D | +16.4% | +0.6% | +15.8% | +16.6% |
| 3M | +13.6% | -1.5% | +15.1% | +14.0% |
| 6M | +22.0% | +15.8% | +6.2% | +21.1% |
| YTD | +29.3% | -8.0% | +37.3% | +30.5% |
| 1Y | +32.0% | -5.8% | +37.9% | +31.3% |
| All | +32.0% | -3.9% | +36.0% | +31.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling