+21.2%
OUST vs SSNC
-3.9%
+25.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.7% | -1.6% | +17.4% | +14.9% |
| 7D | -0.2% | -1.1% | +0.9% | -0.6% |
| 30D | -24.0% | +0.6% | -24.6% | -23.6% |
| 3M | -29.9% | -1.5% | -28.4% | -30.0% |
| 6M | +19.1% | +15.8% | +3.3% | +32.9% |
| YTD | +55.0% | -8.0% | +62.9% | +110.9% |
| 1Y | +21.2% | -5.8% | +27.0% | +55.9% |
| All | +21.2% | -3.9% | +25.1% | +55.9% |
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