-20.7%
MDLN vs SSNC
-5.9%
-14.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.2% |
| 7D | -11.1% | -4.0% | -7.1% | -9.6% |
| 30D | -8.4% | +0.5% | -8.9% | -8.4% |
| 3M | -12.4% | +18.9% | -31.3% | -17.2% |
| 6M | -23.3% | +10.8% | -34.1% | -26.4% |
| YTD | -22.5% | -7.1% | -15.4% | -24.2% |
| All | -20.7% | -5.9% | -14.8% | -22.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling