-97.7%
IRE vs SSNC
-3.9%
-93.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | -1.6% | -21.6% | -24.4% |
| 7D | -46.8% | -1.1% | -45.7% | -47.3% |
| 30D | -75.5% | +0.6% | -76.1% | -75.0% |
| 3M | -79.4% | -1.5% | -77.9% | -79.3% |
| 6M | -91.3% | +15.8% | -107.1% | -89.8% |
| YTD | -90.8% | -8.0% | -82.9% | -88.0% |
| 1Y | -97.7% | -5.8% | -91.9% | -97.2% |
| All | -97.7% | -3.9% | -93.8% | -97.2% |
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