+842.6%
ASX vs SSNC
+177.4%
+665.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.2% | +8.4% | +8.5% |
| 7D | -12.3% | -4.5% | -7.8% | -10.5% |
| 30D | -26.0% | -3.9% | -22.1% | -25.2% |
| 3M | -8.1% | -1.3% | -6.8% | -8.5% |
| 6M | +1.4% | +14.1% | -12.8% | -7.2% |
| YTD | +115.6% | -9.9% | +125.5% | +119.0% |
| 1Y | +128.0% | -6.2% | +134.2% | +126.7% |
| 3Y | +371.4% | +56.1% | +315.3% | +256.2% |
| 5Y | +469.4% | +5.4% | +464.0% | +417.7% |
| 10Y | +842.6% | +172.3% | +670.3% | +511.2% |
| All | +842.6% | +177.4% | +665.2% | +511.2% |
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