+86.2%
SU vs SSNC
-3.9%
+90.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.6% | -2.9% | -4.7% |
| 7D | -7.1% | -1.1% | -6.0% | -7.2% |
| 30D | +4.8% | +0.6% | +4.1% | +4.7% |
| 3M | +12.5% | -1.5% | +14.0% | +12.1% |
| 6M | +6.5% | +15.8% | -9.4% | +8.0% |
| YTD | +65.8% | -8.0% | +73.8% | +62.2% |
| 1Y | +86.2% | -5.8% | +92.0% | +82.5% |
| All | +86.2% | -3.9% | +90.1% | +82.5% |
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