+423.6%
SN vs SSNC
+56.7%
+366.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.1% | -0.4% |
| 7D | -9.3% | +0.6% | -10.0% | -9.6% |
| 30D | -4.8% | +6.0% | -10.8% | -7.8% |
| 3M | +40.4% | +21.0% | +19.5% | +25.4% |
| 6M | +50.9% | +12.1% | +38.9% | +41.1% |
| YTD | +54.9% | -3.2% | +58.2% | +59.4% |
| 1Y | +43.0% | -4.4% | +47.4% | +48.2% |
| All | +423.6% | +56.7% | +366.9% | +270.1% |
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