+427.2%
LIN vs SSNC
+186.8%
+240.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.6% |
| 7D | +0.3% | -0.2% | +0.5% | +0.4% |
| 30D | +8.0% | -1.9% | +10.0% | +8.6% |
| 3M | +7.7% | -0.2% | +7.8% | +7.3% |
| 6M | +5.1% | +19.4% | -14.3% | -2.7% |
| YTD | +24.7% | -8.1% | +32.8% | +26.7% |
| 1Y | +25.1% | -5.3% | +30.4% | +25.4% |
| 3Y | +36.8% | +56.9% | -20.1% | +10.3% |
| 5Y | +67.9% | +8.0% | +59.8% | +55.1% |
| 10Y | +427.2% | +183.6% | +243.6% | +285.2% |
| All | +427.2% | +186.8% | +240.4% | +285.2% |
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