+913.4%
ASX vs SSNC
+164.2%
+749.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.8% | +9.9% | +7.7% |
| 7D | +6.3% | -1.8% | +8.1% | +6.9% |
| 30D | +6.4% | +1.9% | +4.5% | +5.3% |
| 3M | +13.1% | +18.4% | -5.2% | +3.3% |
| 6M | +90.3% | +7.0% | +83.3% | +80.7% |
| YTD | +149.6% | -6.9% | +156.6% | +151.9% |
| 1Y | +249.2% | -8.2% | +257.3% | +252.8% |
| 3Y | +445.9% | +50.5% | +395.4% | +324.0% |
| 5Y | +477.7% | +17.4% | +460.3% | +404.1% |
| 10Y | +913.4% | +164.9% | +748.5% | +540.4% |
| All | +913.4% | +164.2% | +749.2% | +540.4% |
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