+1,081.1%
FLEX vs SSNC
+998.3%
+82.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.8% | +5.3% | +5.0% |
| 7D | -19.3% | -3.3% | -16.0% | -17.8% |
| 30D | -41.5% | -1.3% | -40.3% | -41.5% |
| 3M | -43.1% | -2.3% | -40.8% | -43.0% |
| 6M | -48.2% | +12.6% | -60.8% | -53.2% |
| YTD | +15.5% | -10.1% | +25.6% | +16.7% |
| 1Y | +10.2% | -6.6% | +16.8% | +8.8% |
| 3Y | +256.8% | +54.0% | +202.9% | +162.4% |
| 5Y | +408.2% | +7.0% | +401.3% | +355.9% |
| 10Y | +580.9% | +176.7% | +404.2% | +290.6% |
| All | +1,081.1% | +998.3% | +82.8% | +241.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling