+31.8%
MCK vs SSNC
-3.0%
+34.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.3% |
| 7D | +1.7% | +0.6% | +1.1% | +1.6% |
| 30D | +3.6% | +6.0% | -2.4% | +2.6% |
| 3M | +20.1% | +21.0% | -0.9% | +15.5% |
| 6M | -7.0% | +12.1% | -19.1% | -9.8% |
| YTD | +11.0% | -3.2% | +14.3% | +8.2% |
| 1Y | +31.8% | -4.4% | +36.2% | +29.3% |
| All | +31.8% | -3.0% | +34.8% | +29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling