-7.9%
MOS vs SSNC
-5.1%
-2.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +1.2% |
| 7D | +24.8% | -2.5% | +27.4% | +24.3% |
| 30D | +22.7% | -2.7% | +25.4% | +21.9% |
| 3M | -1.2% | -0.8% | -0.4% | -1.7% |
| 6M | +5.5% | +15.5% | -10.0% | +7.2% |
| YTD | -2.0% | -8.8% | +6.9% | +2.2% |
| 1Y | -7.9% | -5.8% | -2.1% | -6.6% |
| All | -7.9% | -5.1% | -2.9% | -6.6% |
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 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