+17.5%
P vs SSNC
-3.9%
+21.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.6% | -3.4% | -5.3% |
| 7D | -19.4% | -1.1% | -18.2% | -19.5% |
| 30D | -22.3% | +0.6% | -22.9% | -22.5% |
| 3M | +33.2% | -1.5% | +34.7% | +32.6% |
| 6M | +53.6% | +15.8% | +37.8% | +57.4% |
| YTD | +66.8% | -8.0% | +74.7% | +67.3% |
| 1Y | +17.5% | -5.8% | +23.4% | +18.9% |
| All | +17.5% | -3.9% | +21.5% | +18.9% |
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