+20.2%
FTV vs SSNC
-3.0%
+23.2%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.8% |
| 7D | -4.6% | +0.6% | -5.2% | -4.8% |
| 30D | -7.2% | +6.0% | -13.2% | -8.6% |
| 3M | -7.3% | +21.0% | -28.2% | -12.0% |
| 6M | -1.6% | +12.1% | -13.7% | -4.8% |
| YTD | +3.3% | -3.2% | +6.6% | +2.4% |
| 1Y | +20.2% | -4.4% | +24.6% | +24.2% |
| All | +20.2% | -3.0% | +23.2% | +24.2% |
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 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