+90.0%
RSG vs SSNC
+19.2%
+70.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -1.0% | +0.3% |
| 7D | 0.0% | -4.0% | +4.1% | +1.1% |
| 30D | +4.0% | +0.5% | +3.4% | +3.8% |
| 3M | +7.4% | +18.9% | -11.6% | +2.1% |
| 6M | +0.1% | +10.8% | -10.7% | -3.1% |
| YTD | +6.0% | -7.1% | +13.2% | +7.7% |
| 1Y | -3.0% | -9.6% | +6.6% | -0.7% |
| 3Y | +56.5% | +51.1% | +5.4% | +35.3% |
| All | +90.0% | +19.2% | +70.8% | +77.0% |
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