+368.4%
ALL vs SSNC
+174.0%
+194.4%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.2% | +1.7% | +2.4% |
| 7D | -0.1% | -2.5% | +2.4% | +0.8% |
| 30D | +13.8% | -2.7% | +16.5% | +14.9% |
| 3M | -2.8% | -0.8% | -1.9% | -2.6% |
| 6M | +23.7% | +15.5% | +8.2% | +16.4% |
| YTD | +27.3% | -8.8% | +36.1% | +30.4% |
| 1Y | +30.5% | -5.8% | +36.4% | +32.0% |
| 3Y | +113.0% | +55.7% | +57.3% | +74.7% |
| 5Y | +157.6% | +6.7% | +150.9% | +140.8% |
| 10Y | +368.4% | +184.0% | +184.3% | +237.6% |
| All | +368.4% | +174.0% | +194.4% | +237.6% |
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