+252.1%
INTC vs SSNC
+173.6%
+78.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +1.9% |
| 7D | +7.5% | -4.0% | +11.5% | +9.2% |
| 30D | +2.0% | +0.5% | +1.4% | +1.4% |
| 3M | -12.0% | +18.9% | -30.9% | -20.5% |
| 6M | +114.5% | +10.8% | +103.7% | +98.5% |
| YTD | +179.0% | -7.1% | +186.1% | +180.5% |
| 1Y | +318.3% | -9.6% | +327.9% | +324.6% |
| 3Y | +171.2% | +51.1% | +120.2% | +110.5% |
| 5Y | +107.6% | +19.7% | +87.9% | +79.0% |
| All | +252.1% | +173.6% | +78.6% | +121.9% |
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