+415.3%
ASX vs SSNC
+6.8%
+408.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.8% | +7.2% | +6.7% |
| 7D | -19.9% | -3.3% | -16.6% | -18.8% |
| 30D | -30.9% | -1.3% | -29.6% | -31.0% |
| 3M | -15.1% | -2.3% | -12.8% | -15.3% |
| 6M | -6.5% | +12.6% | -19.1% | -13.7% |
| YTD | +98.4% | -10.1% | +108.5% | +106.4% |
| 1Y | +107.9% | -6.6% | +114.4% | +110.6% |
| 3Y | +325.3% | +54.0% | +271.3% | +193.6% |
| All | +415.3% | +6.8% | +408.5% | +392.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling