+433.2%
SNDK vs SSNC
-3.9%
+437.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -1.6% | -6.3% | -9.4% |
| 7D | -26.2% | -1.1% | -25.0% | -27.0% |
| 30D | -39.1% | +0.6% | -39.7% | -38.0% |
| 3M | -27.3% | -1.5% | -25.9% | -27.3% |
| 6M | -17.4% | +15.8% | -33.2% | +6.8% |
| YTD | +337.0% | -8.0% | +345.0% | +436.2% |
| 1Y | +433.2% | -5.8% | +439.0% | +545.6% |
| All | +433.2% | -3.9% | +437.1% | +545.6% |
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