+59.1%
ACWI vs SSNC
+7.5%
+51.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | +2.4% | +2.3% | +0.1% | +1.6% |
| 30D | -1.7% | -3.1% | +1.4% | -0.8% |
| 3M | -3.9% | -2.7% | -1.2% | -3.3% |
| 6M | +0.8% | +23.7% | -22.9% | -8.7% |
| YTD | +11.0% | -8.0% | +19.1% | +14.0% |
| 1Y | +13.1% | -4.7% | +17.8% | +14.0% |
| 3Y | +73.9% | +58.0% | +15.9% | +33.5% |
| All | +59.1% | +7.5% | +51.6% | +48.9% |
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