+72.5%
RMD vs SSNC
+58.0%
+14.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +2.1% | +2.3% | -0.2% | +1.3% |
| 30D | +2.1% | -3.1% | +5.2% | +3.0% |
| 3M | +6.2% | -2.7% | +9.0% | +7.0% |
| 6M | +19.4% | +23.7% | -4.3% | +10.9% |
| YTD | +0.5% | -8.0% | +8.6% | +2.2% |
| 1Y | -3.9% | -4.7% | +0.8% | -3.5% |
| 3Y | +72.5% | +58.0% | +14.6% | +36.5% |
| All | +72.5% | +58.0% | +14.6% | +36.5% |
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