+1,278.0%
AAPL vs SSNC
+173.6%
+1,104.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +0.9% |
| 7D | +3.8% | -4.0% | +7.9% | +5.9% |
| 30D | +9.9% | +0.5% | +9.4% | +9.6% |
| 3M | +12.5% | +18.9% | -6.4% | +2.9% |
| 6M | +27.6% | +10.8% | +16.8% | +20.1% |
| YTD | +22.6% | -7.1% | +29.7% | +25.2% |
| 1Y | +45.0% | -9.6% | +54.6% | +49.8% |
| 3Y | +87.8% | +51.1% | +36.7% | +47.3% |
| 5Y | +128.7% | +19.7% | +109.0% | +99.4% |
| All | +1,278.0% | +173.6% | +1,104.4% | +764.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling