-71.4%
SOUN vs SSNC
-3.9%
-67.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.6% | +6.5% | +5.6% |
| 7D | -2.7% | -1.1% | -1.6% | -2.3% |
| 30D | -26.5% | +0.6% | -27.2% | -27.3% |
| 3M | -33.6% | -1.5% | -32.2% | -33.6% |
| 6M | -54.4% | +15.8% | -70.2% | -58.1% |
| YTD | -56.7% | -8.0% | -48.7% | -51.8% |
| 1Y | -71.4% | -5.8% | -65.6% | -69.8% |
| All | -71.4% | -3.9% | -67.5% | -69.8% |
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 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