-97.8%
IRE vs SSNC
-5.1%
-92.7%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +1.2% | -17.0% | -14.9% |
| 7D | -41.9% | -2.5% | -39.4% | -43.4% |
| 30D | -75.1% | -2.7% | -72.3% | -75.3% |
| 3M | -82.4% | -0.8% | -81.6% | -82.2% |
| 6M | -95.5% | +15.5% | -111.0% | -94.7% |
| YTD | -93.1% | -8.8% | -84.2% | -91.3% |
| 1Y | -97.8% | -5.8% | -92.0% | -97.4% |
| All | -97.8% | -5.1% | -92.7% | -97.4% |
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