-80.9%
FIG vs SSNC
-5.5%
-75.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -2.0% |
| 7D | -14.5% | -3.9% | -10.6% | -11.3% |
| 30D | -13.3% | -0.2% | -13.1% | -12.9% |
| 3M | +7.4% | +15.9% | -8.5% | -5.2% |
| 6M | -27.8% | +7.5% | -35.2% | -33.9% |
| YTD | -41.1% | -8.2% | -32.9% | -45.3% |
| 1Y | -58.7% | -9.3% | -49.4% | -65.2% |
| All | -80.9% | -5.5% | -75.4% | -80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling