-56.3%
INIO vs SSNC
+15.0%
-71.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | -1.6% | -17.9% | -20.6% |
| 7D | -19.7% | -1.1% | -18.5% | -20.5% |
| 30D | -22.3% | +0.6% | -23.0% | -20.9% |
| 3M | -46.1% | -1.5% | -44.6% | -45.8% |
| All | -56.3% | +15.0% | -71.2% | -48.3% |
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 · Available span rolling