+985.8%
ASX vs SSNC
+184.6%
+801.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | +12.4% | +2.3% | +10.1% | +11.4% |
| 30D | -19.8% | -3.1% | -16.7% | -19.1% |
| 3M | -10.3% | -2.7% | -7.6% | -10.1% |
| 6M | +1.2% | +23.7% | -22.4% | -10.6% |
| YTD | +123.0% | -8.0% | +131.1% | +124.7% |
| 1Y | +145.4% | -4.7% | +150.1% | +142.6% |
| 3Y | +368.6% | +58.0% | +310.6% | +252.6% |
| 5Y | +486.0% | +8.0% | +478.1% | +427.6% |
| All | +985.8% | +184.6% | +801.1% | +598.9% |
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