+155.4%
P vs SSNC
+56.7%
+98.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.5% | +1.8% |
| 7D | +6.5% | +0.6% | +5.9% | +6.3% |
| 30D | +18.8% | +6.0% | +12.8% | +16.6% |
| 3M | +26.7% | +21.0% | +5.8% | +18.5% |
| 6M | +62.2% | +12.1% | +50.1% | +56.9% |
| YTD | +48.5% | -3.2% | +51.7% | +54.1% |
| 1Y | +26.4% | -4.4% | +30.8% | +31.7% |
| All | +155.4% | +56.7% | +98.7% | +108.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling