+22.4%
IP vs SSNC
+186.8%
-164.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.7% |
| 7D | -2.8% | -0.2% | -2.6% | -2.7% |
| 30D | +9.2% | -1.9% | +11.1% | +10.0% |
| 3M | -16.1% | -0.2% | -16.0% | -16.3% |
| 6M | +9.6% | +19.4% | -9.8% | +0.2% |
| YTD | -8.8% | -8.1% | -0.7% | -6.5% |
| 1Y | -5.5% | -5.3% | -0.2% | -4.5% |
| 3Y | +19.6% | +56.9% | -37.3% | -5.3% |
| 5Y | -13.5% | +8.0% | -21.5% | -20.1% |
| 10Y | +22.4% | +183.6% | -161.2% | -21.2% |
| All | +22.4% | +186.8% | -164.4% | -21.2% |
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 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