+18.0%
Q vs SSNC
-3.9%
+22.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | -0.5% |
| 7D | -3.3% | -1.1% | -2.1% | -3.5% |
| 30D | -9.7% | +0.6% | -10.3% | -9.6% |
| 3M | -16.1% | -1.5% | -14.6% | -16.3% |
| 6M | -15.7% | +15.8% | -31.5% | -11.7% |
| YTD | +45.7% | -8.0% | +53.7% | +66.3% |
| 1Y | +18.0% | -5.8% | +23.8% | +29.5% |
| All | +18.0% | -3.9% | +22.0% | +29.5% |
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