+3,082.3%
ALM vs SSNC
+162.7%
+2,919.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.8% | -3.9% |
| 7D | +3.6% | -3.9% | +7.5% | +4.3% |
| 30D | +33.8% | -0.2% | +34.0% | +33.6% |
| 3M | +14.8% | +15.9% | -1.1% | +10.8% |
| 6M | -7.0% | +7.5% | -14.4% | -8.8% |
| YTD | +108.1% | -8.2% | +116.3% | +110.2% |
| 1Y | +313.8% | -9.3% | +323.1% | +318.8% |
| 3Y | +2,227.6% | +48.5% | +2,179.2% | +2,052.7% |
| 5Y | +956.6% | +16.0% | +940.6% | +908.5% |
| 10Y | +3,082.3% | +169.2% | +2,913.1% | +2,446.4% |
| All | +3,082.3% | +162.7% | +2,919.6% | +2,446.4% |
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