+230.8%
RDW vs SSNC
+49.3%
+181.6%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -3.6% |
| 7D | +0.9% | -4.0% | +4.9% | +3.8% |
| 30D | -21.3% | +0.5% | -21.8% | -22.2% |
| 3M | -37.9% | +18.9% | -56.8% | -48.2% |
| 6M | +12.3% | +10.8% | +1.4% | -0.5% |
| YTD | +39.7% | -7.1% | +46.9% | +52.9% |
| 1Y | +25.7% | -9.6% | +35.3% | +42.6% |
| 3Y | +230.8% | +51.1% | +179.8% | +153.1% |
| All | +230.8% | +49.3% | +181.6% | +153.1% |
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