+334.2%
DRI vs SSNC
+186.8%
+147.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.3% |
| 7D | -0.7% | -0.2% | -0.6% | -0.6% |
| 30D | +14.7% | -1.9% | +16.6% | +15.6% |
| 3M | +5.4% | -0.2% | +5.6% | +5.0% |
| 6M | +18.8% | +19.4% | -0.6% | +5.8% |
| YTD | +28.4% | -8.1% | +36.5% | +31.4% |
| 1Y | +37.7% | -5.3% | +42.9% | +38.2% |
| 3Y | +68.0% | +56.9% | +11.0% | +20.0% |
| 5Y | +78.8% | +8.0% | +70.8% | +59.4% |
| 10Y | +334.2% | +183.6% | +150.6% | +169.5% |
| All | +334.2% | +186.8% | +147.3% | +169.5% |
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