+144.5%
ASX vs SSNC
-5.7%
+150.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -4.0% | -4.1% |
| 7D | +22.1% | +1.4% | +20.8% | +22.8% |
| 30D | -23.8% | -2.6% | -21.1% | -24.6% |
| 3M | -7.6% | -0.6% | -7.0% | -7.6% |
| 6M | +6.9% | +19.9% | -13.0% | +17.2% |
| YTD | +127.7% | -8.2% | +135.9% | +147.9% |
| 1Y | +144.5% | -5.5% | +150.1% | +166.7% |
| All | +144.5% | -5.7% | +150.3% | +166.7% |
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