+75.5%
OSCR vs SSNC
-3.0%
+78.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.5% |
| 7D | +5.8% | +0.6% | +5.2% | +5.6% |
| 30D | +7.1% | +6.0% | +1.1% | +4.6% |
| 3M | +36.7% | +21.0% | +15.7% | +25.2% |
| 6M | +114.3% | +12.1% | +102.2% | +100.1% |
| YTD | +124.4% | -3.2% | +127.7% | +121.4% |
| 1Y | +75.5% | -4.4% | +79.8% | +89.6% |
| All | +75.5% | -3.0% | +78.4% | +89.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling