-30.2%
LDOS vs SSNC
-6.2%
-24.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.2% |
| 7D | -5.8% | -4.5% | -1.3% | -4.0% |
| 30D | +11.6% | -3.9% | +15.4% | +12.9% |
| 3M | -1.0% | -1.3% | +0.3% | -1.0% |
| 6M | +5.1% | +14.1% | -9.1% | -0.6% |
| YTD | -24.0% | -9.9% | -14.2% | -23.4% |
| All | -30.2% | -6.2% | -24.1% | -30.9% |
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