-52.6%
STLA vs SSNC
-3.9%
-48.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.6% | +5.4% | +4.0% |
| 7D | -0.6% | -1.1% | +0.5% | -0.5% |
| 30D | +3.6% | +0.6% | +2.9% | +4.0% |
| 3M | -20.6% | -1.5% | -19.2% | -20.2% |
| 6M | -34.3% | +15.8% | -50.1% | -33.5% |
| YTD | -57.3% | -8.0% | -49.3% | -54.5% |
| 1Y | -52.6% | -5.8% | -46.8% | -51.3% |
| All | -52.6% | -3.9% | -48.7% | -51.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling