+27.4%
M vs SSNC
-5.1%
+32.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.4% | +1.5% |
| 7D | +7.0% | +2.3% | +4.7% | +6.5% |
| 30D | +8.9% | -3.1% | +12.0% | +9.5% |
| 3M | +4.5% | -2.7% | +7.2% | +4.9% |
| 6M | +36.2% | +23.7% | +12.5% | +31.4% |
| YTD | +15.1% | -8.0% | +23.2% | +23.4% |
| 1Y | +27.4% | -4.7% | +32.1% | +30.0% |
| All | +27.4% | -5.1% | +32.5% | +30.0% |
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