-83.7%
IRE vs SSNC
+3.9%
-87.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | -1.2% | +15.1% | +13.5% |
| 7D | +54.8% | +0.6% | +54.1% | +55.0% |
| 30D | +18.4% | +6.0% | +12.3% | +21.5% |
| 3M | -66.7% | +21.0% | -87.7% | -62.6% |
| 6M | -52.3% | +12.1% | -64.4% | -44.2% |
| YTD | -52.3% | -3.2% | -49.1% | -32.6% |
| All | -83.7% | +3.9% | -87.5% | -80.3% |
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 · 6 months rolling