+61.9%
LIN vs SSNC
+21.4%
+40.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.6% |
| 7D | -2.1% | +0.6% | -2.8% | -2.4% |
| 30D | -2.4% | +6.0% | -8.5% | -4.5% |
| 3M | -5.6% | +21.0% | -26.5% | -12.2% |
| 6M | -3.4% | +12.1% | -15.5% | -7.8% |
| YTD | +13.1% | -3.2% | +16.3% | +14.2% |
| 1Y | +2.5% | -4.4% | +6.8% | +3.8% |
| 3Y | +27.6% | +51.6% | -24.0% | +2.6% |
| All | +61.9% | +21.4% | +40.5% | +45.6% |
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 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