-97.1%
IRE vs SSNC
-5.7%
-91.4%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | +0.8% | +11.3% | +12.7% |
| 7D | -15.1% | -0.2% | -15.0% | -15.4% |
| 30D | -71.4% | -1.9% | -69.4% | -71.5% |
| 3M | -81.2% | -0.2% | -81.0% | -80.9% |
| 6M | -93.7% | +19.4% | -113.1% | -92.7% |
| YTD | -92.2% | -8.1% | -84.1% | -90.1% |
| All | -97.1% | -5.7% | -91.4% | -96.5% |
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