+238.9%
FLR vs SSNC
+14.9%
+224.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.1% |
| 7D | -6.9% | -6.7% | -0.1% | -3.8% |
| 30D | +1.1% | -0.8% | +1.9% | +1.3% |
| 3M | +14.3% | +16.1% | -1.7% | +4.6% |
| 6M | +19.1% | +7.9% | +11.2% | +13.0% |
| YTD | +35.1% | -8.7% | +43.8% | +40.7% |
| 1Y | +29.5% | -9.5% | +39.0% | +35.1% |
| 3Y | +53.0% | +47.7% | +5.3% | +19.8% |
| 5Y | +238.9% | +17.6% | +221.3% | +158.1% |
| All | +238.9% | +14.9% | +224.0% | +158.1% |
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