+44.3%
AR vs SSNC
+162.7%
-118.4%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.7% |
| 7D | -1.2% | -3.9% | +2.7% | +0.6% |
| 30D | +5.5% | -0.2% | +5.7% | +5.5% |
| 3M | +12.9% | +15.9% | -3.1% | +4.4% |
| 6M | +0.1% | +7.5% | -7.4% | -4.6% |
| YTD | +13.5% | -8.2% | +21.7% | +16.0% |
| 1Y | +21.6% | -9.3% | +30.9% | +24.6% |
| 3Y | +46.0% | +48.5% | -2.5% | +15.0% |
| 5Y | +143.7% | +16.0% | +127.7% | +114.2% |
| 10Y | +44.3% | +169.2% | -124.9% | -4.8% |
| All | +44.3% | +162.7% | -118.4% | -4.8% |
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