+9.7%
URI vs SSNC
-9.3%
+19.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.4% |
| 7D | +5.0% | -3.9% | +8.9% | +5.2% |
| 30D | -9.4% | -0.2% | -9.2% | -9.4% |
| 3M | -5.8% | +15.9% | -21.7% | -6.4% |
| 6M | +25.8% | +7.5% | +18.4% | +27.6% |
| YTD | +27.9% | -8.2% | +36.1% | +37.2% |
| 1Y | +9.7% | -9.3% | +19.1% | +18.9% |
| All | +9.7% | -9.3% | +19.0% | +18.9% |
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