-18.8%
OPEN vs SSNC
+51.8%
-70.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.8% | +1.3% | +1.6% |
| 7D | +1.0% | -1.8% | +2.8% | +2.9% |
| 30D | -11.9% | +1.9% | -13.8% | -13.8% |
| 3M | -28.8% | +18.4% | -47.2% | -42.0% |
| 6M | -38.6% | +7.0% | -45.6% | -43.5% |
| YTD | -47.3% | -6.9% | -40.4% | -42.6% |
| 1Y | -49.2% | -8.2% | -41.0% | -42.5% |
| 3Y | -18.8% | +50.5% | -69.3% | -67.6% |
| All | -18.8% | +51.8% | -70.6% | -67.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling