+651.5%
ADI vs SSNC
+173.6%
+477.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.7% | +3.1% | +3.9% |
| 7D | +4.6% | -4.0% | +8.6% | +6.9% |
| 30D | -1.2% | +0.5% | -1.7% | -1.7% |
| 3M | -7.8% | +18.9% | -26.7% | -18.0% |
| 6M | +19.3% | +10.8% | +8.5% | +9.7% |
| YTD | +40.9% | -7.1% | +48.1% | +43.1% |
| 1Y | +54.5% | -9.6% | +64.1% | +59.0% |
| 3Y | +123.4% | +51.1% | +72.4% | +67.3% |
| 5Y | +142.3% | +19.7% | +122.7% | +107.0% |
| All | +651.5% | +173.6% | +477.9% | +331.8% |
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