+67.9%
LIN vs SSNC
+7.5%
+60.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +8.5% |
| 3M | +7.7% | -0.2% | +7.8% | +7.3% |
| 6M | +5.1% | +19.4% | -14.3% | -2.3% |
| YTD | +24.7% | -8.1% | +32.8% | +27.8% |
| 1Y | +25.1% | -5.3% | +30.4% | +26.3% |
| 3Y | +36.8% | +56.9% | -20.1% | +6.8% |
| 5Y | +67.9% | +8.0% | +59.8% | +61.3% |
| All | +67.9% | +7.5% | +60.3% | +61.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling