-27.2%
LII vs SSNC
-4.9%
-22.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | -2.3% | -0.2% | -2.1% | -2.3% |
| 30D | -1.7% | -1.9% | +0.2% | -1.4% |
| 3M | -18.3% | -0.2% | -18.1% | -18.1% |
| 6M | -32.3% | +19.4% | -51.7% | -32.2% |
| YTD | -27.1% | -8.1% | -19.0% | -24.9% |
| 1Y | -27.2% | -5.3% | -21.9% | -27.1% |
| All | -27.2% | -4.9% | -22.3% | -27.1% |
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