+872.9%
DRI vs SSNC
+1,021.7%
-148.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -0.3% | +1.4% | -1.7% | -0.9% |
| 30D | +10.8% | -2.6% | +13.5% | +11.9% |
| 3M | +0.9% | -0.6% | +1.5% | +0.9% |
| 6M | +16.3% | +19.9% | -3.6% | +6.5% |
| YTD | +27.8% | -8.2% | +36.0% | +30.1% |
| 1Y | +33.9% | -5.5% | +39.4% | +34.5% |
| 3Y | +67.2% | +56.8% | +10.4% | +32.4% |
| 5Y | +79.0% | +7.8% | +71.2% | +65.2% |
| 10Y | +332.2% | +183.3% | +148.8% | +187.0% |
| All | +872.9% | +1,021.7% | -148.9% | +351.6% |
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