+94.6%
SOFI vs SSNC
+49.3%
+45.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.9% |
| 7D | -4.9% | -4.0% | -0.9% | -1.3% |
| 30D | -3.5% | +0.5% | -4.0% | -3.9% |
| 3M | +3.9% | +18.9% | -15.0% | -13.5% |
| 6M | -6.5% | +10.8% | -17.4% | -16.5% |
| YTD | -33.8% | -7.1% | -26.7% | -28.2% |
| 1Y | -33.3% | -9.6% | -23.7% | -25.0% |
| 3Y | +94.6% | +51.1% | +43.5% | +10.0% |
| All | +94.6% | +49.3% | +45.4% | +10.0% |
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