+625.6%
LNT vs SSNC
+1,037.0%
-411.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.8% | +4.8% | +1.7% |
| 7D | +1.0% | -1.8% | +2.8% | +1.4% |
| 30D | -1.1% | +1.9% | -3.0% | -1.5% |
| 3M | -3.6% | +18.4% | -22.0% | -7.2% |
| 6M | -2.7% | +7.0% | -9.6% | -4.5% |
| YTD | +8.0% | -6.9% | +14.9% | +8.8% |
| 1Y | +10.5% | -8.2% | +18.6% | +11.4% |
| 3Y | +49.6% | +50.5% | -1.0% | +35.0% |
| 5Y | +32.2% | +17.4% | +14.8% | +24.0% |
| 10Y | +141.8% | +164.9% | -23.2% | +87.7% |
| All | +625.6% | +1,037.0% | -411.4% | +286.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling