-21.7%
ONON vs SSNC
+20.7%
-42.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +0.8% |
| 7D | -2.1% | -4.0% | +2.0% | +1.0% |
| 30D | -11.6% | +0.5% | -12.1% | -12.0% |
| 3M | -30.1% | +18.9% | -49.0% | -39.3% |
| 6M | -30.5% | +10.8% | -41.3% | -36.6% |
| YTD | -41.0% | -7.1% | -33.9% | -38.1% |
| 1Y | -36.7% | -9.6% | -27.1% | -32.3% |
| 3Y | -8.6% | +51.1% | -59.7% | -42.4% |
| All | -21.7% | +20.7% | -42.4% | -30.5% |
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