+15.0%
MMM vs SSNC
-5.1%
+20.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.2% |
| 7D | +7.0% | -2.5% | +9.5% | +7.3% |
| 30D | +18.4% | -2.7% | +21.1% | +18.9% |
| 3M | +4.5% | -0.8% | +5.3% | +4.6% |
| 6M | +33.4% | +15.5% | +17.9% | +30.9% |
| YTD | +20.0% | -8.8% | +28.8% | +23.2% |
| 1Y | +15.0% | -5.8% | +20.8% | +16.2% |
| All | +15.0% | -5.1% | +20.1% | +16.2% |
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 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