+27.9%
MAS vs SSNC
+16.6%
+11.3%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.6% | +7.3% | +6.1% |
| 7D | +14.2% | -1.1% | +15.3% | +14.5% |
| 30D | +26.8% | +0.6% | +26.2% | +27.1% |
| 3M | +13.1% | -1.5% | +14.6% | +14.0% |
| 6M | +27.9% | +15.8% | +12.1% | +26.2% |
| All | +27.9% | +16.6% | +11.3% | +26.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling