-70.8%
OPEN vs SSNC
+56.4%
-127.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +2.1% |
| 7D | -4.3% | +0.6% | -4.9% | -5.0% |
| 30D | -16.2% | +6.0% | -22.3% | -22.3% |
| 3M | -36.4% | +21.0% | -57.3% | -51.3% |
| 6M | -35.5% | +12.1% | -47.5% | -45.8% |
| YTD | -46.0% | -3.2% | -42.7% | -45.9% |
| 1Y | -47.1% | -4.4% | -42.8% | -45.3% |
| 3Y | -19.0% | +51.6% | -70.6% | -57.0% |
| 5Y | -83.6% | +21.1% | -104.7% | -88.0% |
| All | -70.8% | +56.4% | -127.3% | -82.0% |
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