-29.7%
LII vs SSNC
-3.0%
-26.7%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.3% | +1.3% |
| 7D | -0.7% | +0.6% | -1.4% | -0.8% |
| 30D | -12.6% | +6.0% | -18.6% | -13.1% |
| 3M | -24.4% | +21.0% | -45.4% | -25.4% |
| 6M | -28.7% | +12.1% | -40.8% | -29.2% |
| YTD | -19.1% | -3.2% | -15.9% | -15.8% |
| 1Y | -29.7% | -4.4% | -25.3% | -26.0% |
| All | -29.7% | -3.0% | -26.7% | -26.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling