+47.6%
LDOS vs SSNC
+6.8%
+40.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.0% |
| 7D | -7.2% | -3.3% | -3.9% | -6.1% |
| 30D | +16.8% | -1.3% | +18.1% | +17.1% |
| 3M | -1.6% | -2.3% | +0.7% | -1.0% |
| 6M | -1.0% | +12.6% | -13.6% | -5.0% |
| YTD | -25.8% | -10.1% | -15.7% | -24.0% |
| 1Y | -31.1% | -6.6% | -24.5% | -30.3% |
| 3Y | +32.8% | +54.0% | -21.2% | +16.7% |
| All | +47.6% | +6.8% | +40.8% | +34.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling