+22.8%
MET vs SSNC
-3.0%
+25.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.5% | -1.2% |
| 7D | +1.2% | +0.6% | +0.5% | +0.9% |
| 30D | +1.4% | +6.0% | -4.6% | -0.6% |
| 3M | +17.7% | +21.0% | -3.3% | +9.7% |
| 6M | +35.0% | +12.1% | +22.9% | +29.0% |
| YTD | +26.3% | -3.2% | +29.5% | +29.0% |
| 1Y | +22.8% | -4.4% | +27.2% | +27.4% |
| All | +22.8% | -3.0% | +25.8% | +27.4% |
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