+1,134.0%
MPC vs SSNC
+164.2%
+969.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.8% | +6.1% | +4.3% |
| 7D | +3.9% | -1.8% | +5.6% | +4.7% |
| 30D | +33.8% | +1.9% | +31.8% | +32.2% |
| 3M | +49.9% | +18.4% | +31.5% | +35.1% |
| 6M | +80.9% | +7.0% | +74.0% | +71.2% |
| YTD | +147.4% | -6.9% | +154.4% | +151.3% |
| 1Y | +123.2% | -8.2% | +131.4% | +127.0% |
| 3Y | +171.7% | +50.5% | +121.2% | +100.1% |
| 5Y | +678.6% | +17.4% | +661.2% | +550.5% |
| 10Y | +1,134.0% | +164.9% | +969.1% | +612.3% |
| All | +1,134.0% | +164.2% | +969.8% | +612.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling