-88.6%
OPEN vs SSNC
+48.4%
-137.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.1% | -9.4% | -9.4% |
| 7D | -31.0% | +1.4% | -32.4% | -32.0% |
| 30D | -41.5% | -2.6% | -38.8% | -39.8% |
| 3M | -64.6% | -0.6% | -64.0% | -64.6% |
| 6M | -73.8% | +19.9% | -93.7% | -80.0% |
| YTD | -78.8% | -8.2% | -70.6% | -77.5% |
| 1Y | -86.8% | -5.5% | -81.3% | -86.6% |
| 3Y | -40.6% | +56.8% | -97.4% | -70.7% |
| 5Y | -94.7% | +7.8% | -102.5% | -95.7% |
| All | -88.6% | +48.4% | -137.0% | -92.5% |
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