+65.0%
FDX vs SSNC
-3.9%
+69.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.6% | +5.2% | +3.7% |
| 7D | +8.1% | -1.1% | +9.3% | +8.2% |
| 30D | +13.9% | +0.6% | +13.3% | +14.1% |
| 3M | +5.5% | -1.5% | +7.0% | +5.9% |
| 6M | +15.1% | +15.8% | -0.7% | +16.2% |
| YTD | +43.2% | -8.0% | +51.1% | +44.3% |
| 1Y | +65.0% | -5.8% | +70.9% | +65.4% |
| All | +65.0% | -3.9% | +69.0% | +65.4% |
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