+24.3%
P vs SSNC
-5.7%
+30.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.1% | +3.5% | +3.4% |
| 7D | +17.8% | +1.4% | +16.5% | +18.1% |
| 30D | -29.9% | -2.6% | -27.2% | -30.2% |
| 3M | -1.2% | -0.6% | -0.6% | -1.5% |
| 6M | +32.1% | +19.9% | +12.2% | +35.1% |
| YTD | +64.3% | -8.2% | +72.5% | +62.7% |
| 1Y | +24.3% | -5.5% | +29.8% | +25.3% |
| All | +24.3% | -5.7% | +30.0% | +25.3% |
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