+115.9%
INDA vs SSNC
+184.6%
-68.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | +1.1% | +2.3% | -1.2% | +0.4% |
| 30D | +9.4% | -3.1% | +12.5% | +10.3% |
| 3M | +2.9% | -2.7% | +5.7% | +3.6% |
| 6M | +7.2% | +23.7% | -16.4% | -0.9% |
| YTD | -4.8% | -8.0% | +3.2% | -3.3% |
| 1Y | -5.1% | -4.7% | -0.4% | -4.8% |
| 3Y | +16.7% | +58.0% | -41.3% | -4.0% |
| 5Y | +8.8% | +8.0% | +0.8% | +1.5% |
| All | +115.9% | +184.6% | -68.7% | +47.7% |
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