+226.3%
TER vs SSNC
-9.4%
+235.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.5% | +2.1% |
| 7D | +12.4% | -3.9% | +16.2% | +9.4% |
| 30D | +5.1% | -0.2% | +5.3% | +5.4% |
| 3M | +4.0% | +15.9% | -12.0% | +21.3% |
| 6M | +29.5% | +7.5% | +22.1% | +49.1% |
| YTD | +98.5% | -8.2% | +106.7% | +118.1% |
| All | +226.3% | -9.4% | +235.7% | +287.6% |
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