+9.0%
DUOL vs SSNC
+14.8%
-5.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.8% | -1.4% | -2.3% |
| 7D | -7.8% | -1.8% | -6.0% | -6.5% |
| 30D | +11.8% | +1.9% | +9.9% | +10.4% |
| 3M | +24.1% | +18.4% | +5.7% | +9.0% |
| 6M | +43.6% | +7.0% | +36.7% | +35.8% |
| YTD | -16.6% | -6.9% | -9.7% | -12.1% |
| 1Y | -46.0% | -8.2% | -37.9% | -42.4% |
| 3Y | -6.5% | +50.5% | -57.0% | -31.3% |
| 5Y | -7.4% | +17.4% | -24.8% | -16.2% |
| All | +9.0% | +14.8% | -5.8% | -2.6% |
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