+11.1%
RDW vs SSNC
-3.9%
+15.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.6% | -3.3% | -5.2% |
| 7D | -14.3% | -1.1% | -13.2% | -14.4% |
| 30D | -26.0% | +0.6% | -26.6% | -26.1% |
| 3M | -27.4% | -1.5% | -25.9% | -27.6% |
| 6M | -10.6% | +15.8% | -26.5% | -9.6% |
| YTD | +1.6% | -8.0% | +9.5% | +21.5% |
| 1Y | +11.1% | -5.8% | +16.9% | +25.0% |
| All | +11.1% | -3.9% | +15.0% | +25.0% |
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