+203.4%
URI vs SSNC
+21.4%
+182.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.4% |
| 7D | -2.0% | +0.6% | -2.6% | -2.4% |
| 30D | -12.9% | +6.0% | -19.0% | -16.4% |
| 3M | -6.7% | +21.0% | -27.7% | -19.1% |
| 6M | +19.0% | +12.1% | +6.9% | +8.4% |
| YTD | +25.5% | -3.2% | +28.8% | +27.3% |
| 1Y | +5.5% | -4.4% | +9.9% | +7.7% |
| 3Y | +111.3% | +51.6% | +59.7% | +45.0% |
| All | +203.4% | +21.4% | +182.0% | +146.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling