+254.8%
SPOT vs SSNC
+75.6%
+179.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.8% | +1.3% | -0.6% |
| 7D | -2.9% | -1.8% | -1.1% | -1.9% |
| 30D | +8.3% | +1.9% | +6.4% | +7.3% |
| 3M | +5.1% | +18.4% | -13.3% | -4.3% |
| 6M | -6.5% | +7.0% | -13.4% | -10.5% |
| YTD | -9.0% | -6.9% | -2.0% | -6.5% |
| 1Y | -26.4% | -8.2% | -18.2% | -24.3% |
| 3Y | +240.0% | +50.5% | +189.5% | +161.8% |
| 5Y | +111.7% | +17.4% | +94.3% | +86.3% |
| All | +254.8% | +75.6% | +179.2% | +145.7% |
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