+46.9%
SN vs SSNC
-9.3%
+56.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -3.1% |
| 7D | -3.4% | -3.9% | +0.5% | -2.8% |
| 30D | -9.1% | -0.2% | -8.9% | -9.0% |
| 3M | +31.8% | +15.9% | +15.8% | +28.4% |
| 6M | +52.0% | +7.5% | +44.6% | +48.7% |
| YTD | +51.3% | -8.2% | +59.5% | +51.8% |
| 1Y | +46.9% | -9.3% | +56.2% | +45.0% |
| All | +46.9% | -9.3% | +56.1% | +45.0% |
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 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