+184.4%
ROP vs SSNC
+184.6%
-0.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.3% | +0.4% |
| 7D | +0.7% | +2.3% | -1.6% | -0.3% |
| 30D | +28.8% | -3.1% | +31.9% | +30.5% |
| 3M | +21.1% | -2.7% | +23.8% | +22.5% |
| 6M | +52.5% | +23.7% | +28.9% | +38.6% |
| YTD | +8.9% | -8.0% | +16.9% | +12.2% |
| 1Y | +8.2% | -4.7% | +12.9% | +9.8% |
| 3Y | -5.2% | +58.0% | -63.2% | -23.1% |
| 5Y | +1.7% | +8.0% | -6.3% | -5.0% |
| All | +184.4% | +184.6% | -0.3% | +92.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling