-92.8%
OPEN vs SSNC
+5.6%
-98.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.4% |
| 7D | -21.7% | -4.5% | -17.2% | -16.5% |
| 30D | -36.5% | -3.9% | -32.6% | -33.3% |
| 3M | -59.5% | -1.3% | -58.2% | -59.2% |
| 6M | -71.9% | +14.1% | -86.0% | -77.7% |
| YTD | -75.8% | -9.9% | -65.9% | -73.5% |
| 1Y | -78.5% | -6.2% | -72.3% | -78.0% |
| 3Y | -30.2% | +56.1% | -86.3% | -70.9% |
| All | -92.8% | +5.6% | -98.4% | -93.7% |
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