+53.4%
IONS vs SSNC
+18.8%
+34.6%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.8% | +1.4% | -1.2% |
| 7D | -5.3% | -1.8% | -3.5% | -4.8% |
| 30D | +0.3% | +1.9% | -1.6% | -0.4% |
| 3M | -22.9% | +18.4% | -41.3% | -27.2% |
| 6M | -23.4% | +7.0% | -30.4% | -25.3% |
| YTD | -28.3% | -6.9% | -21.4% | -26.7% |
| 1Y | -7.0% | -8.2% | +1.1% | -4.6% |
| 3Y | +37.6% | +50.5% | -12.9% | +11.4% |
| 5Y | +53.4% | +17.4% | +36.0% | +43.2% |
| All | +53.4% | +18.8% | +34.6% | +43.2% |
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