+28.5%
OUST vs SSNC
-3.0%
+31.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.8% | +1.5% |
| 7D | +5.2% | +0.6% | +4.6% | +5.3% |
| 30D | -19.3% | +6.0% | -25.3% | -18.4% |
| 3M | -22.6% | +21.0% | -43.6% | -17.4% |
| 6M | +62.8% | +12.1% | +50.7% | +85.9% |
| YTD | +68.3% | -3.2% | +71.6% | +126.8% |
| 1Y | +28.5% | -4.4% | +32.9% | +89.8% |
| All | +28.5% | -3.0% | +31.5% | +89.8% |
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 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