+359.1%
RCAT vs SSNC
+53.7%
+305.4%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.6% | -0.8% | +19.4% | +19.2% |
| 7D | -12.7% | -3.3% | -9.4% | -10.4% |
| 30D | -34.3% | -1.3% | -33.1% | -34.7% |
| 3M | -53.4% | -2.3% | -51.1% | -53.5% |
| 6M | -62.0% | +12.6% | -74.6% | -67.3% |
| YTD | -49.1% | -10.1% | -39.0% | -43.7% |
| 1Y | -53.1% | -6.6% | -46.6% | -50.6% |
| All | +359.1% | +53.7% | +305.4% | +221.5% |
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 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