+444.6%
ASX vs SSNC
+23.5%
+421.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.7% |
| 7D | -0.7% | +0.6% | -1.4% | -1.0% |
| 30D | +2.0% | +6.0% | -4.1% | -0.5% |
| 3M | -1.3% | +21.0% | -22.3% | -10.1% |
| 6M | +71.4% | +12.1% | +59.3% | +61.7% |
| YTD | +135.3% | -3.2% | +138.6% | +140.0% |
| 1Y | +267.5% | -4.4% | +271.8% | +275.4% |
| 3Y | +388.5% | +51.6% | +336.9% | +255.5% |
| All | +444.6% | +23.5% | +421.2% | +386.3% |
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