+124.7%
LITE vs SSNC
-7.9%
+132.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.8% | +6.4% | +5.0% |
| 7D | -35.9% | -3.3% | -32.6% | -37.8% |
| 30D | -51.5% | -1.3% | -50.3% | -51.5% |
| 3M | -35.7% | -2.3% | -33.4% | -35.9% |
| 6M | -43.0% | +12.6% | -55.6% | -33.5% |
| YTD | +46.1% | -10.1% | +56.2% | +71.0% |
| 1Y | +124.7% | -6.6% | +131.3% | +143.4% |
| All | +124.7% | -7.9% | +132.6% | +143.4% |
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