-17.9%
FN vs SSNC
-4.9%
-13.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.8% | +5.1% | +6.2% |
| 7D | +8.0% | -0.2% | +8.2% | +7.9% |
| 30D | -19.1% | -1.9% | -17.2% | -19.5% |
| 3M | -29.8% | -0.2% | -29.7% | -29.6% |
| 6M | -43.2% | +19.4% | -62.6% | -38.8% |
| YTD | -18.9% | -8.1% | -10.8% | -2.6% |
| 1Y | -17.9% | -5.3% | -12.6% | -3.5% |
| All | -17.9% | -4.9% | -13.0% | -3.5% |
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