+50.1%
STT vs SSNC
-5.1%
+55.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +4.8% | +2.3% | +2.5% | +4.4% |
| 30D | +3.9% | -3.1% | +7.0% | +4.3% |
| 3M | -8.2% | -2.7% | -5.4% | -7.9% |
| 6M | +15.6% | +23.7% | -8.1% | +9.2% |
| YTD | +37.6% | -8.0% | +45.7% | +43.8% |
| 1Y | +50.1% | -4.7% | +54.8% | +53.8% |
| All | +50.1% | -5.1% | +55.2% | +53.8% |
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