+249.2%
ASX vs SSNC
-8.1%
+257.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.8% | +9.9% | +4.5% |
| 7D | +6.3% | -1.8% | +8.1% | +5.6% |
| 30D | +6.4% | +1.9% | +4.5% | +7.4% |
| 3M | +13.1% | +18.4% | -5.2% | +23.6% |
| 6M | +90.3% | +7.0% | +83.3% | +107.8% |
| YTD | +149.6% | -6.9% | +156.6% | +166.0% |
| 1Y | +249.2% | -8.2% | +257.3% | +275.4% |
| All | +249.2% | -8.1% | +257.3% | +275.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling