+57.8%
SAN vs SSNC
-3.0%
+60.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.5% |
| 7D | +1.8% | +0.6% | +1.1% | +1.6% |
| 30D | +2.0% | +6.0% | -4.1% | +0.3% |
| 3M | +19.7% | +21.0% | -1.2% | +13.0% |
| 6M | +30.6% | +12.1% | +18.5% | +26.7% |
| YTD | +28.8% | -3.2% | +32.1% | +29.6% |
| 1Y | +57.8% | -4.4% | +62.1% | +63.3% |
| All | +57.8% | -3.0% | +60.8% | +63.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling