-61.0%
FLNC vs SSNC
+49.3%
-110.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +1.9% |
| 7D | -4.1% | -4.0% | 0.0% | -2.7% |
| 30D | -24.8% | +0.5% | -25.3% | -25.1% |
| 3M | -59.1% | +18.9% | -78.0% | -62.2% |
| 6M | -42.0% | +10.8% | -52.8% | -44.5% |
| YTD | -49.8% | -7.1% | -42.7% | -46.9% |
| 1Y | +43.1% | -9.6% | +52.7% | +54.2% |
| 3Y | -61.0% | +51.1% | -112.0% | -78.6% |
| All | -61.0% | +49.3% | -110.2% | -78.6% |
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