+26.4%
P vs SSNC
-3.0%
+29.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.5% | +1.3% |
| 7D | +6.5% | +0.6% | +5.9% | +6.6% |
| 30D | +18.8% | +6.0% | +12.8% | +19.5% |
| 3M | +26.7% | +21.0% | +5.8% | +30.8% |
| 6M | +62.2% | +12.1% | +50.1% | +68.4% |
| YTD | +48.5% | -3.2% | +51.7% | +50.3% |
| 1Y | +26.4% | -4.4% | +30.8% | +28.4% |
| All | +26.4% | -3.0% | +29.4% | +28.4% |
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