-87.4%
OPEN vs SSNC
+48.6%
-135.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.4% | +3.2% |
| 7D | -31.1% | -0.2% | -30.9% | -30.7% |
| 30D | -34.7% | -1.9% | -32.8% | -33.4% |
| 3M | -61.9% | -0.2% | -61.7% | -62.1% |
| 6M | -71.9% | +19.4% | -91.3% | -78.4% |
| YTD | -76.6% | -8.1% | -68.5% | -75.2% |
| 1Y | -83.9% | -5.3% | -78.6% | -83.7% |
| 3Y | -34.4% | +56.9% | -91.3% | -67.6% |
| 5Y | -93.9% | +8.0% | -102.0% | -95.1% |
| All | -87.4% | +48.6% | -135.9% | -91.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling