+1,173.1%
MRVL vs SSNC
+184.6%
+988.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.2% | -4.8% | -4.8% |
| 7D | +11.0% | +2.3% | +8.7% | +9.5% |
| 30D | -36.1% | -3.1% | -33.0% | -35.3% |
| 3M | -29.4% | -2.7% | -26.7% | -29.2% |
| 6M | -11.9% | +23.7% | -35.5% | -27.7% |
| YTD | +84.8% | -8.0% | +92.8% | +85.0% |
| 1Y | +79.4% | -4.7% | +84.1% | +75.1% |
| 3Y | +195.7% | +58.0% | +137.8% | +99.1% |
| 5Y | +117.2% | +8.0% | +109.2% | +93.3% |
| All | +1,173.1% | +184.6% | +988.5% | +575.2% |
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 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