-74.9%
FRSH vs SSNC
+22.4%
-97.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | +0.1% |
| 7D | -9.6% | -3.9% | -5.7% | -5.6% |
| 30D | -0.4% | -0.2% | -0.2% | 0.0% |
| 3M | +27.2% | +15.9% | +11.3% | +8.8% |
| 6M | +42.2% | +7.5% | +34.7% | +31.4% |
| YTD | -2.6% | -8.2% | +5.6% | +7.1% |
| 1Y | -10.2% | -9.3% | -0.8% | -0.6% |
| 3Y | -45.5% | +48.5% | -94.0% | -67.2% |
| All | -74.9% | +22.4% | -97.3% | -78.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling