+1,081.9%
SSNC vs DAR
+473.6%
+608.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.8% | +3.0% | +1.7% |
| 7D | -2.5% | -3.8% | +1.3% | -1.6% |
| 30D | -2.7% | -14.4% | +11.7% | +1.1% |
| 3M | -0.8% | -17.9% | +17.1% | +3.7% |
| 6M | +15.5% | -18.3% | +33.8% | +20.4% |
| YTD | -8.8% | +43.2% | -52.1% | -19.1% |
| 1Y | -5.8% | +57.7% | -63.5% | -18.9% |
| 3Y | +55.7% | +22.7% | +33.0% | +36.8% |
| 5Y | +6.7% | -34.0% | +40.7% | +8.9% |
| 10Y | +184.0% | +279.5% | -95.4% | +54.2% |
| All | +1,081.9% | +473.6% | +608.3% | +438.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling