-72.2%
OPEN vs SSNC
+48.4%
-120.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -0.5% |
| 7D | -2.9% | -3.9% | +1.0% | +1.9% |
| 30D | -13.8% | -0.2% | -13.6% | -13.7% |
| 3M | -30.9% | +15.9% | -46.8% | -44.2% |
| 6M | -40.9% | +7.5% | -48.4% | -47.8% |
| YTD | -48.5% | -8.2% | -40.3% | -45.0% |
| 1Y | -50.9% | -9.3% | -41.6% | -45.7% |
| 3Y | -20.6% | +48.5% | -69.1% | -57.0% |
| 5Y | -84.2% | +16.0% | -100.2% | -87.8% |
| All | -72.2% | +48.4% | -120.6% | -81.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling