+27.6%
SOLS vs SSNC
+0.1%
+27.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.8% |
| 7D | +0.3% | -6.7% | +7.1% | -1.7% |
| 30D | +0.9% | -0.8% | +1.7% | +0.7% |
| 3M | -20.7% | +16.1% | -36.7% | -15.9% |
| 6M | -17.7% | +7.9% | -25.6% | -13.1% |
| YTD | +27.1% | -8.7% | +35.8% | +37.2% |
| All | +27.6% | +0.1% | +27.5% | +31.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling