-2.2%
FRSH vs SSNC
-3.0%
+0.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.2% | -3.6% | -3.7% |
| 7D | -8.2% | +0.6% | -8.8% | -8.6% |
| 30D | +10.5% | +6.0% | +4.5% | +5.2% |
| 3M | +32.7% | +21.0% | +11.8% | +13.4% |
| 6M | +50.3% | +12.1% | +38.2% | +36.8% |
| YTD | +3.9% | -3.2% | +7.2% | +3.1% |
| 1Y | -2.2% | -4.4% | +2.2% | -2.6% |
| All | -2.2% | -3.0% | +0.8% | -2.6% |
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 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