-46.5%
FRSH vs SSNC
+49.3%
-95.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -1.4% |
| 7D | -6.6% | -4.0% | -2.6% | -3.0% |
| 30D | +2.1% | +0.5% | +1.6% | +1.9% |
| 3M | +29.0% | +18.9% | +10.0% | +10.9% |
| 6M | +48.6% | +10.8% | +37.8% | +35.7% |
| YTD | -2.9% | -7.1% | +4.2% | +3.9% |
| 1Y | -7.9% | -9.6% | +1.7% | +0.8% |
| 3Y | -46.5% | +51.1% | -97.6% | -66.2% |
| All | -46.5% | +49.3% | -95.8% | -66.2% |
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