+476.1%
SO vs SSNC
+1,022.7%
-546.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | +0.8% | -0.2% | +0.9% | +0.8% |
| 30D | +7.8% | -1.9% | +9.7% | +8.1% |
| 3M | +2.9% | -0.2% | +3.1% | +2.8% |
| 6M | +2.5% | +19.4% | -16.9% | -0.8% |
| YTD | +10.3% | -8.1% | +18.4% | +11.1% |
| 1Y | +6.4% | -5.3% | +11.6% | +6.6% |
| 3Y | +52.8% | +56.9% | -4.1% | +39.4% |
| 5Y | +78.7% | +8.0% | +70.6% | +71.5% |
| 10Y | +196.3% | +183.6% | +12.7% | +148.1% |
| All | +476.1% | +1,022.7% | -546.6% | +312.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling