+2,761.7%
AVGO vs SSNC
+169.0%
+2,592.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.7% |
| 7D | +1.0% | -6.7% | +7.8% | +4.8% |
| 30D | -13.3% | -0.8% | -12.5% | -13.2% |
| 3M | -2.9% | +16.1% | -18.9% | -12.2% |
| 6M | +5.7% | +7.9% | -2.2% | -1.1% |
| YTD | +4.6% | -8.7% | +13.3% | +7.3% |
| 1Y | -1.6% | -9.5% | +7.8% | +0.8% |
| 3Y | +336.2% | +47.7% | +288.6% | +228.5% |
| 5Y | +695.6% | +17.6% | +678.0% | +579.5% |
| All | +2,761.7% | +169.0% | +2,592.8% | +1,483.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling