+361.0%
LIN vs SSNC
+175.8%
+185.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.5% |
| 7D | -2.1% | +0.6% | -2.8% | -2.4% |
| 30D | -2.4% | +6.0% | -8.5% | -4.6% |
| 3M | -5.6% | +21.0% | -26.5% | -12.5% |
| 6M | -3.4% | +12.1% | -15.5% | -8.2% |
| YTD | +13.1% | -3.2% | +16.3% | +13.1% |
| 1Y | +2.5% | -4.4% | +6.8% | +2.7% |
| 3Y | +27.6% | +51.6% | -24.0% | +4.9% |
| 5Y | +63.0% | +21.1% | +41.9% | +44.7% |
| All | +361.0% | +175.8% | +185.2% | +227.2% |
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