+260.6%
SNDU vs SSNC
+15.5%
+245.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -1.2% | +24.8% | +20.1% |
| 7D | +35.2% | +0.6% | +34.5% | +38.2% |
| 30D | +50.8% | +6.0% | +44.8% | +81.7% |
| 3M | -43.2% | +21.0% | -64.1% | +52.1% |
| All | +260.6% | +15.5% | +245.1% | +859.7% |
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 · Available span rolling