-82.0%
IRE vs SSNC
-0.1%
-81.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | -3.8% | +14.1% | +8.4% |
| 7D | +58.9% | -1.8% | +60.7% | +57.6% |
| 30D | +17.2% | +1.9% | +15.3% | +18.2% |
| 3M | -58.6% | +18.4% | -77.0% | -54.4% |
| 6M | -23.5% | +7.0% | -30.4% | -11.3% |
| YTD | -47.4% | -6.9% | -40.5% | -26.9% |
| All | -82.0% | -0.1% | -81.9% | -78.6% |
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