+50.5%
SSNC vs DAR
+14.9%
+35.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.9% | -6.8% | -4.1% |
| 7D | -1.8% | -0.9% | -0.9% | -1.7% |
| 30D | +1.9% | +13.0% | -11.1% | +0.5% |
| 3M | +18.4% | +15.0% | +3.4% | +16.3% |
| 6M | +7.0% | +26.8% | -19.9% | +3.6% |
| YTD | -6.9% | +86.4% | -93.4% | -14.4% |
| 1Y | -8.2% | +115.1% | -123.3% | -17.6% |
| 3Y | +50.5% | +14.6% | +35.9% | +41.6% |
| All | +50.5% | +14.9% | +35.7% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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