-49.5%
FND vs SSNC
+47.5%
-97.0%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | +0.1% |
| 7D | -0.8% | -3.9% | +3.1% | +1.6% |
| 30D | -19.6% | -0.2% | -19.4% | -19.4% |
| 3M | -4.3% | +15.9% | -20.3% | -12.9% |
| 6M | -20.4% | +7.5% | -27.9% | -24.0% |
| YTD | -21.9% | -8.2% | -13.6% | -17.4% |
| 1Y | -45.2% | -9.3% | -35.9% | -41.4% |
| All | -49.5% | +47.5% | -97.0% | -65.5% |
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 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