+80.6%
INDA vs SSNC
+169.0%
-88.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.6% | -1.0% |
| 7D | -3.6% | -6.7% | +3.1% | -1.4% |
| 30D | -4.0% | -0.8% | -3.1% | -3.8% |
| 3M | +1.7% | +16.1% | -14.3% | -3.7% |
| 6M | -3.6% | +7.9% | -11.6% | -6.7% |
| YTD | -11.0% | -8.7% | -2.3% | -9.1% |
| 1Y | -9.5% | -9.5% | 0.0% | -7.6% |
| 3Y | +7.6% | +47.7% | -40.0% | -9.3% |
| 5Y | +4.8% | +17.6% | -12.9% | -5.4% |
| All | +80.6% | +169.0% | -88.4% | +19.9% |
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