+593.1%
MA vs SSNC
+184.6%
+408.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.2% | +1.2% |
| 7D | +1.3% | +2.3% | -1.0% | 0.0% |
| 30D | +9.6% | -3.1% | +12.7% | +11.3% |
| 3M | +16.8% | -2.7% | +19.5% | +18.2% |
| 6M | +35.2% | +23.7% | +11.5% | +17.9% |
| YTD | +16.6% | -8.0% | +24.6% | +20.2% |
| 1Y | +19.8% | -4.7% | +24.5% | +20.8% |
| 3Y | +70.7% | +58.0% | +12.7% | +24.0% |
| 5Y | +87.4% | +8.0% | +79.4% | +70.1% |
| All | +593.1% | +184.6% | +408.5% | +303.5% |
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