+98.5%
FLEX vs SSNC
-3.0%
+101.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.0% |
| 7D | -0.9% | +0.6% | -1.5% | -0.6% |
| 30D | -10.1% | +6.0% | -16.2% | -7.7% |
| 3M | -31.3% | +21.0% | -52.3% | -23.1% |
| 6M | +71.3% | +12.1% | +59.2% | +92.0% |
| YTD | +81.2% | -3.2% | +84.5% | +96.9% |
| 1Y | +98.5% | -4.4% | +102.9% | +119.3% |
| All | +98.5% | -3.0% | +101.5% | +119.3% |
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