-31.7%
LDOS vs SSNC
-4.9%
-26.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.8% |
| 7D | -1.3% | -0.2% | -1.2% | -1.3% |
| 30D | +10.1% | -1.9% | +12.0% | +10.4% |
| 3M | -4.7% | -0.2% | -4.5% | -5.2% |
| 6M | +5.6% | +19.4% | -13.8% | -1.9% |
| YTD | -25.1% | -8.1% | -17.0% | -25.2% |
| 1Y | -31.7% | -5.3% | -26.4% | -32.7% |
| All | -31.7% | -4.9% | -26.8% | -32.7% |
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