-13.4%
FND vs SSNC
-3.9%
-9.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -1.6% | +12.5% | +11.4% |
| 7D | +12.3% | -1.1% | +13.5% | +12.7% |
| 30D | +14.7% | +0.6% | +14.1% | +14.4% |
| 3M | -12.0% | -1.5% | -10.5% | -11.6% |
| 6M | +10.8% | +15.8% | -5.1% | +6.3% |
| YTD | -12.3% | -8.0% | -4.3% | -10.5% |
| 1Y | -13.4% | -5.8% | -7.6% | -15.1% |
| All | -13.4% | -3.9% | -9.4% | -15.1% |
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 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