+27.2%
P vs SSNC
-8.1%
+35.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.8% | +5.5% | +1.3% |
| 7D | +7.8% | -1.8% | +9.6% | +7.7% |
| 30D | +12.3% | +1.9% | +10.4% | +12.5% |
| 3M | +37.1% | +18.4% | +18.7% | +40.8% |
| 6M | +66.1% | +7.0% | +59.1% | +72.0% |
| YTD | +50.9% | -6.9% | +57.9% | +52.2% |
| 1Y | +27.2% | -8.2% | +35.4% | +28.4% |
| All | +27.2% | -8.1% | +35.4% | +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