+431.5%
LIN vs SSNC
+184.6%
+246.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | +2.1% | +2.3% | -0.2% | +1.3% |
| 30D | +6.8% | -3.1% | +9.9% | +7.8% |
| 3M | +10.4% | -2.7% | +13.1% | +11.1% |
| 6M | +3.2% | +23.7% | -20.5% | -5.7% |
| YTD | +24.6% | -8.0% | +32.6% | +26.5% |
| 1Y | +24.4% | -4.7% | +29.1% | +24.4% |
| 3Y | +36.7% | +58.0% | -21.2% | +9.9% |
| 5Y | +67.0% | +8.0% | +59.0% | +54.4% |
| All | +431.5% | +184.6% | +246.8% | +288.6% |
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