+58.3%
EMR vs SSNC
+47.5%
+10.8%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.6% |
| 7D | +0.9% | -3.9% | +4.8% | +2.6% |
| 30D | -5.0% | -0.2% | -4.8% | -5.0% |
| 3M | +5.9% | +15.9% | -10.0% | -1.5% |
| 6M | +7.3% | +7.5% | -0.1% | +3.6% |
| YTD | +14.6% | -8.2% | +22.8% | +20.5% |
| 1Y | +15.6% | -9.3% | +25.0% | +22.5% |
| All | +58.3% | +47.5% | +10.8% | +30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling