+198.5%
ROIV vs SSNC
+56.7%
+141.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.9% |
| 7D | +0.6% | +0.6% | 0.0% | +0.4% |
| 30D | +1.0% | +6.0% | -5.1% | -1.0% |
| 3M | +18.3% | +21.0% | -2.7% | +10.4% |
| 6M | +18.3% | +12.1% | +6.2% | +13.7% |
| YTD | +61.0% | -3.2% | +64.2% | +63.4% |
| 1Y | +177.9% | -4.4% | +182.2% | +183.4% |
| All | +198.5% | +56.7% | +141.9% | +111.9% |
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