+82.2%
UUUU vs SSNC
+46.7%
+35.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.5% | -5.8% | -6.2% |
| 7D | -5.0% | -6.7% | +1.7% | -4.1% |
| 30D | -7.8% | -0.8% | -7.0% | -7.7% |
| 3M | -0.4% | +16.1% | -16.5% | -2.6% |
| 6M | -32.9% | +7.9% | -40.8% | -33.2% |
| YTD | -6.3% | -8.7% | +2.4% | -2.3% |
| 1Y | +7.9% | -9.5% | +17.4% | +12.4% |
| All | +82.2% | +46.7% | +35.5% | +73.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling