+726.2%
FLEX vs SSNC
+18.8%
+707.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.8% | +8.2% | +6.0% |
| 7D | +7.0% | -1.8% | +8.8% | +7.6% |
| 30D | -5.8% | +1.9% | -7.7% | -6.9% |
| 3M | -24.2% | +18.4% | -42.6% | -31.0% |
| 6M | +90.8% | +7.0% | +83.8% | +82.5% |
| YTD | +89.2% | -6.9% | +96.1% | +95.5% |
| 1Y | +104.7% | -8.2% | +112.9% | +112.3% |
| 3Y | +478.1% | +50.5% | +427.6% | +319.1% |
| 5Y | +726.2% | +17.4% | +708.8% | +590.0% |
| All | +726.2% | +18.8% | +707.4% | +590.0% |
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