+1,847.4%
MRVL vs SSNC
+169.0%
+1,678.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.1% |
| 7D | +8.7% | -6.7% | +15.4% | +13.4% |
| 30D | +6.9% | -0.8% | +7.7% | +7.1% |
| 3M | -10.1% | +16.1% | -26.2% | -21.5% |
| 6M | +143.4% | +7.9% | +135.5% | +120.4% |
| YTD | +167.5% | -8.7% | +176.2% | +171.9% |
| 1Y | +239.0% | -9.5% | +248.5% | +245.0% |
| 3Y | +311.0% | +47.7% | +263.3% | +194.0% |
| 5Y | +278.0% | +17.6% | +260.3% | +223.6% |
| All | +1,847.4% | +169.0% | +1,678.4% | +945.5% |
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