+43.2%
TER vs SSNC
-3.9%
+47.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -1.6% | -5.2% | -8.1% |
| 7D | -19.9% | -1.1% | -18.7% | -20.6% |
| 30D | -43.5% | +0.6% | -44.2% | -42.7% |
| 3M | -37.8% | -1.5% | -36.3% | -37.6% |
| 6M | -25.6% | +15.8% | -41.4% | -10.7% |
| YTD | +29.8% | -8.0% | +37.8% | +48.6% |
| 1Y | +43.2% | -5.8% | +49.0% | +60.6% |
| All | +43.2% | -3.9% | +47.1% | +60.6% |
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