+1,135.3%
MPC vs SSNC
+186.8%
+948.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.6% | +3.0% |
| 7D | +2.6% | -0.2% | +2.8% | +2.7% |
| 30D | -12.2% | -1.9% | -10.3% | -11.5% |
| 3M | +20.1% | -0.2% | +20.2% | +19.6% |
| 6M | +60.6% | +19.4% | +41.2% | +43.5% |
| YTD | +150.6% | -8.1% | +158.7% | +155.6% |
| 1Y | +104.7% | -5.3% | +109.9% | +104.6% |
| 3Y | +194.5% | +56.9% | +137.6% | +111.6% |
| 5Y | +582.3% | +8.0% | +574.3% | +503.2% |
| 10Y | +1,135.3% | +183.6% | +951.7% | +660.8% |
| All | +1,135.3% | +186.8% | +948.4% | +660.8% |
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