+1,093.6%
MOH vs SSNC
+1,015.4%
+78.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.7% | +3.4% |
| 7D | -1.3% | -6.7% | +5.5% | +1.2% |
| 30D | +3.0% | -0.8% | +3.8% | +3.2% |
| 3M | +1.2% | +16.1% | -14.8% | -4.9% |
| 6M | +41.7% | +7.9% | +33.8% | +36.3% |
| YTD | +15.4% | -8.7% | +24.1% | +17.3% |
| 1Y | +11.8% | -9.5% | +21.3% | +14.0% |
| 3Y | -37.5% | +47.7% | -85.2% | -48.5% |
| 5Y | -20.6% | +17.6% | -38.3% | -29.7% |
| 10Y | +255.8% | +167.7% | +88.1% | +116.7% |
| All | +1,093.6% | +1,015.4% | +78.2% | +271.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling