+50.5%
SSNC vs ARWR
+181.4%
-130.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.4% | -2.4% | -3.7% |
| 7D | -1.8% | +2.9% | -4.6% | -2.0% |
| 30D | +1.9% | -2.9% | +4.8% | +2.1% |
| 3M | +18.4% | +15.2% | +3.2% | +16.9% |
| 6M | +7.0% | +42.3% | -35.3% | +3.5% |
| YTD | -6.9% | +28.2% | -35.1% | -9.4% |
| 1Y | -8.2% | +213.2% | -221.4% | -18.0% |
| 3Y | +50.5% | +184.6% | -134.1% | +25.5% |
| All | +50.5% | +181.4% | -130.8% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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