+398.3%
CAH vs SSNC
+14.9%
+383.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.1% | -1.5% |
| 7D | -5.1% | -6.7% | +1.7% | -3.6% |
| 30D | -1.8% | -0.8% | -1.0% | -1.6% |
| 3M | +9.4% | +16.1% | -6.7% | +5.5% |
| 6M | +9.2% | +7.9% | +1.3% | +7.0% |
| YTD | +15.7% | -8.7% | +24.4% | +17.6% |
| 1Y | +59.7% | -9.5% | +69.2% | +62.5% |
| 3Y | +178.5% | +47.7% | +130.8% | +150.4% |
| 5Y | +398.3% | +17.6% | +380.6% | +368.5% |
| All | +398.3% | +14.9% | +383.3% | +368.5% |
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 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