+266.8%
FTI vs SSNC
+46.7%
+220.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.3% | -2.7% |
| 7D | -5.6% | -6.7% | +1.1% | -3.7% |
| 30D | +0.4% | -0.8% | +1.2% | +0.6% |
| 3M | +8.1% | +16.1% | -7.9% | +2.8% |
| 6M | +16.7% | +7.9% | +8.8% | +13.8% |
| YTD | +70.0% | -8.7% | +78.7% | +78.5% |
| 1Y | +85.4% | -9.5% | +94.9% | +95.5% |
| All | +266.8% | +46.7% | +220.1% | +232.7% |
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 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