+144.2%
LNT vs SSNC
+173.6%
-29.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.4% |
| 7D | -1.0% | -4.0% | +3.0% | -0.2% |
| 30D | -4.2% | +0.5% | -4.8% | -4.4% |
| 3M | -6.7% | +18.9% | -25.6% | -10.5% |
| 6M | -3.6% | +10.8% | -14.4% | -6.3% |
| YTD | +5.9% | -7.1% | +13.0% | +6.9% |
| 1Y | +7.3% | -9.6% | +16.9% | +8.8% |
| 3Y | +46.5% | +51.1% | -4.6% | +30.5% |
| 5Y | +32.5% | +19.7% | +12.8% | +22.4% |
| All | +144.2% | +173.6% | -29.4% | +89.2% |
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