+4,437.1%
SNDK vs SSNC
-6.7%
+4,443.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.7% | -5.2% | -3.2% |
| 7D | -6.1% | -4.0% | -2.1% | -6.7% |
| 30D | +21.5% | +0.5% | +21.0% | +21.6% |
| 3M | -13.2% | +18.9% | -32.1% | -10.8% |
| 6M | +149.2% | +10.8% | +138.4% | +164.2% |
| YTD | +588.1% | -7.1% | +595.2% | +726.5% |
| 1Y | +1,837.5% | -9.6% | +1,847.2% | +2,334.8% |
| All | +4,437.1% | -6.7% | +4,443.8% | +6,500.6% |
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 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