+27.5%
SOLS vs SSNC
+1.8%
+25.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | +0.5% |
| 7D | -3.5% | -4.0% | +0.6% | -4.6% |
| 30D | -1.0% | +0.5% | -1.5% | -0.7% |
| 3M | -24.1% | +18.9% | -43.0% | -19.1% |
| 6M | -18.0% | +10.8% | -28.8% | -12.9% |
| YTD | +27.1% | -7.1% | +34.2% | +37.9% |
| All | +27.5% | +1.8% | +25.8% | +32.4% |
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 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