+55.6%
LDOS vs SSNC
+6.8%
+48.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +0.7% |
| 7D | +1.9% | -2.5% | +4.4% | +2.7% |
| 30D | +12.8% | -2.7% | +15.5% | +13.6% |
| 3M | -1.0% | -0.8% | -0.2% | -0.9% |
| 6M | +6.2% | +15.5% | -9.3% | +1.0% |
| YTD | -23.2% | -8.8% | -14.4% | -21.7% |
| 1Y | -29.5% | -5.8% | -23.7% | -28.8% |
| 3Y | +37.1% | +55.7% | -18.6% | +20.0% |
| 5Y | +55.6% | +6.7% | +48.9% | +41.9% |
| All | +55.6% | +6.8% | +48.8% | +41.9% |
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 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