+682.5%
LNT vs SSNC
+1,023.6%
-341.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | +1.0% | +2.3% | -1.3% | +0.6% |
| 30D | +9.6% | -3.1% | +12.7% | +10.2% |
| 3M | +5.4% | -2.7% | +8.1% | +5.8% |
| 6M | +3.1% | +23.7% | -20.6% | -1.8% |
| YTD | +16.5% | -8.0% | +24.5% | +17.5% |
| 1Y | +12.3% | -4.7% | +17.0% | +12.4% |
| 3Y | +70.3% | +58.0% | +12.3% | +52.0% |
| 5Y | +56.4% | +8.0% | +48.4% | +49.1% |
| 10Y | +184.3% | +183.8% | +0.5% | +117.9% |
| All | +682.5% | +1,023.6% | -341.1% | +317.2% |
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 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