+764.4%
FIX vs SSNC
+56.7%
+707.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +2.2% |
| 7D | +6.0% | +0.6% | +5.4% | +5.8% |
| 30D | -7.2% | +6.0% | -13.3% | -9.0% |
| 3M | -15.9% | +21.0% | -36.8% | -21.6% |
| 6M | +12.7% | +12.1% | +0.7% | +9.2% |
| YTD | +72.8% | -3.2% | +76.0% | +82.8% |
| 1Y | +122.9% | -4.4% | +127.3% | +137.5% |
| All | +764.4% | +56.7% | +707.7% | +572.5% |
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