+364.8%
ALL vs SSNC
+162.7%
+202.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.6% |
| 7D | -2.2% | -3.9% | +1.7% | -0.7% |
| 30D | -5.6% | -0.2% | -5.4% | -5.5% |
| 3M | +17.2% | +15.9% | +1.3% | +10.5% |
| 6M | +23.2% | +7.5% | +15.8% | +19.2% |
| YTD | +23.6% | -8.2% | +31.8% | +26.4% |
| 1Y | +29.2% | -9.3% | +38.5% | +32.5% |
| 3Y | +153.8% | +48.5% | +105.4% | +112.6% |
| 5Y | +116.1% | +16.0% | +100.1% | +95.5% |
| 10Y | +364.8% | +169.2% | +195.7% | +236.9% |
| All | +364.8% | +162.7% | +202.1% | +236.9% |
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 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