+222.2%
ACWI vs SSNC
+177.4%
+44.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.5% |
| 7D | +0.3% | -4.5% | +4.8% | +2.1% |
| 30D | -2.8% | -3.9% | +1.0% | -1.6% |
| 3M | -3.2% | -1.3% | -1.8% | -3.1% |
| 6M | +1.3% | +14.1% | -12.9% | -5.1% |
| YTD | +11.2% | -9.9% | +21.1% | +14.0% |
| 1Y | +13.8% | -6.2% | +20.0% | +14.6% |
| 3Y | +76.2% | +56.1% | +20.1% | +41.7% |
| 5Y | +59.5% | +5.4% | +54.1% | +48.5% |
| 10Y | +222.2% | +172.3% | +49.9% | +123.1% |
| All | +222.2% | +177.4% | +44.8% | +123.1% |
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 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