+3.5%
W vs SSNC
-4.9%
+8.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.3% |
| 7D | -7.4% | -0.2% | -7.2% | -7.2% |
| 30D | +7.8% | -1.9% | +9.7% | +8.3% |
| 3M | +10.9% | -0.2% | +11.0% | +9.9% |
| 6M | +86.4% | +19.4% | +67.0% | +67.8% |
| YTD | +14.0% | -8.1% | +22.1% | +15.3% |
| 1Y | +3.5% | -5.3% | +8.8% | 0.0% |
| All | +3.5% | -4.9% | +8.4% | 0.0% |
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