+263.6%
EMR vs SSNC
+169.0%
+94.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.0% |
| 7D | -1.2% | -6.7% | +5.5% | +2.2% |
| 30D | -9.4% | -0.8% | -8.6% | -9.2% |
| 3M | +8.6% | +16.1% | -7.5% | -0.3% |
| 6M | +6.7% | +7.9% | -1.3% | +1.3% |
| YTD | +13.1% | -8.7% | +21.8% | +16.5% |
| 1Y | +12.7% | -9.5% | +22.2% | +16.4% |
| 3Y | +58.1% | +47.7% | +10.4% | +25.8% |
| 5Y | +63.6% | +17.6% | +46.0% | +43.6% |
| All | +263.6% | +169.0% | +94.7% | +139.7% |
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