+227.1%
ACWI vs SSNC
+186.8%
+40.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.9% |
| 7D | -0.7% | -0.2% | -0.5% | -0.6% |
| 30D | -2.0% | -1.9% | -0.1% | -1.5% |
| 3M | -2.2% | -0.2% | -2.0% | -2.5% |
| 6M | +1.9% | +19.4% | -17.5% | -6.2% |
| YTD | +12.0% | -8.1% | +20.1% | +14.0% |
| 1Y | +12.5% | -5.3% | +17.8% | +13.0% |
| 3Y | +75.4% | +56.9% | +18.5% | +40.8% |
| 5Y | +61.5% | +8.0% | +53.5% | +49.0% |
| 10Y | +227.1% | +183.6% | +43.5% | +123.7% |
| All | +227.1% | +186.8% | +40.3% | +123.7% |
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