-84.2%
OPEN vs SSNC
+15.9%
-100.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -0.4% |
| 7D | -2.9% | -3.9% | +1.0% | +2.2% |
| 30D | -13.8% | -0.2% | -13.6% | -13.7% |
| 3M | -30.9% | +15.9% | -46.8% | -45.2% |
| 6M | -40.9% | +7.5% | -48.4% | -48.4% |
| YTD | -48.5% | -8.2% | -40.3% | -44.6% |
| 1Y | -50.9% | -9.3% | -41.6% | -45.2% |
| 3Y | -20.6% | +48.5% | -69.1% | -61.9% |
| 5Y | -84.2% | +16.0% | -100.2% | -87.7% |
| All | -84.2% | +15.9% | -100.1% | -87.7% |
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 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