+56.8%
RGTI vs SSNC
+19.2%
+37.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.8% |
| 7D | +0.5% | -4.0% | +4.5% | +4.1% |
| 30D | -17.1% | +0.5% | -17.6% | -17.9% |
| 3M | -26.0% | +18.9% | -44.9% | -39.6% |
| 6M | -9.9% | +10.8% | -20.7% | -21.6% |
| YTD | -31.1% | -7.1% | -23.9% | -27.7% |
| 1Y | -8.5% | -9.6% | +1.1% | -2.2% |
| 3Y | +652.2% | +51.1% | +601.2% | +397.9% |
| All | +56.8% | +19.2% | +37.6% | +17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling