+1,154.3%
SSNC vs DAR
+625.1%
+529.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.9% |
| 7D | +0.6% | +1.4% | -0.7% | +0.2% |
| 30D | +6.0% | +12.8% | -6.7% | +2.4% |
| 3M | +21.0% | +7.4% | +13.6% | +17.9% |
| 6M | +12.1% | +22.3% | -10.2% | +5.0% |
| YTD | -3.2% | +81.1% | -84.3% | -19.0% |
| 1Y | -4.4% | +106.5% | -110.9% | -23.5% |
| 3Y | +51.6% | +5.3% | +46.3% | +41.1% |
| 5Y | +21.1% | -11.5% | +32.6% | +14.2% |
| 10Y | +177.7% | +353.3% | -175.7% | +44.5% |
| All | +1,154.3% | +625.1% | +529.2% | +439.4% |
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