+325.3%
ASX vs SSNC
+54.4%
+270.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.8% | +7.2% | +6.5% |
| 7D | -19.9% | -3.3% | -16.6% | -19.8% |
| 30D | -30.9% | -1.3% | -29.6% | -31.1% |
| 3M | -15.1% | -2.3% | -12.8% | -15.4% |
| 6M | -6.5% | +12.6% | -19.1% | -8.1% |
| YTD | +98.4% | -10.1% | +108.5% | +111.0% |
| 1Y | +107.9% | -6.6% | +114.4% | +116.9% |
| 3Y | +325.3% | +54.0% | +271.3% | +232.5% |
| All | +325.3% | +54.4% | +270.8% | +232.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling