+55.0%
ACWI vs SSNC
+6.8%
+48.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.7% | +0.2% |
| 7D | -2.4% | -3.3% | +1.0% | -1.1% |
| 30D | -5.2% | -1.3% | -3.9% | -5.1% |
| 3M | -4.8% | -2.3% | -2.5% | -4.5% |
| 6M | -1.3% | +12.6% | -13.9% | -7.1% |
| YTD | +8.4% | -10.1% | +18.5% | +12.2% |
| 1Y | +11.0% | -6.6% | +17.6% | +12.8% |
| 3Y | +70.6% | +54.0% | +16.6% | +32.3% |
| All | +55.0% | +6.8% | +48.2% | +46.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling