+286.5%
C vs SSNC
+164.2%
+122.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.1% | +1.6% |
| 7D | +3.2% | -1.8% | +5.0% | +4.2% |
| 30D | +1.3% | +1.9% | -0.6% | 0.0% |
| 3M | +3.1% | +18.4% | -15.3% | -8.2% |
| 6M | +29.6% | +7.0% | +22.7% | +22.5% |
| YTD | +19.0% | -6.9% | +25.9% | +21.9% |
| 1Y | +45.6% | -8.2% | +53.8% | +50.3% |
| 3Y | +269.3% | +50.5% | +218.7% | +178.0% |
| 5Y | +131.6% | +17.4% | +114.2% | +99.4% |
| 10Y | +286.5% | +164.9% | +121.6% | +139.4% |
| All | +286.5% | +164.2% | +122.3% | +139.4% |
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