+23.9%
UUUU vs SSNC
+1,015.4%
-991.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.5% | -5.8% | -6.0% |
| 7D | -5.0% | -6.7% | +1.7% | -1.5% |
| 30D | -7.8% | -0.8% | -7.0% | -7.5% |
| 3M | -0.4% | +16.1% | -16.5% | -9.7% |
| 6M | -32.9% | +7.9% | -40.8% | -37.0% |
| YTD | -6.3% | -8.7% | +2.4% | -4.8% |
| 1Y | +7.9% | -9.5% | +17.4% | +9.7% |
| 3Y | +85.2% | +47.7% | +37.5% | +39.2% |
| 5Y | +97.0% | +17.6% | +79.3% | +71.0% |
| 10Y | +492.6% | +167.7% | +324.9% | +233.5% |
| All | +23.9% | +1,015.4% | -991.4% | -76.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling