-22.4%
SIRI vs SSNC
+49.3%
-71.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.2% |
| 7D | +0.6% | -4.0% | +4.6% | +2.4% |
| 30D | +2.5% | +0.5% | +2.0% | +2.1% |
| 3M | +6.6% | +18.9% | -12.3% | -2.2% |
| 6M | +32.9% | +10.8% | +22.0% | +25.9% |
| YTD | +50.5% | -7.1% | +57.6% | +57.6% |
| 1Y | +28.0% | -9.6% | +37.6% | +36.4% |
| 3Y | -22.4% | +51.1% | -73.5% | -40.5% |
| All | -22.4% | +49.3% | -71.7% | -40.5% |
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 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