+336.8%
ROIV vs SSNC
+58.0%
+278.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.2% |
| 7D | +1.7% | +2.3% | -0.6% | +1.1% |
| 30D | +17.6% | -3.1% | +20.7% | +18.5% |
| 3M | +9.0% | -2.7% | +11.7% | +9.3% |
| 6M | +35.3% | +23.7% | +11.6% | +23.7% |
| YTD | +82.2% | -8.0% | +90.2% | +87.2% |
| 1Y | +92.3% | -4.7% | +97.0% | +94.3% |
| 3Y | +336.8% | +58.0% | +278.8% | +211.0% |
| All | +336.8% | +58.0% | +278.8% | +211.0% |
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 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