+290.9%
MRVL vs SSNC
+15.9%
+275.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.4% | +5.6% | +5.3% |
| 7D | +13.8% | -3.9% | +17.7% | +16.9% |
| 30D | +12.7% | -0.2% | +12.9% | +12.3% |
| 3M | -11.9% | +15.9% | -27.8% | -24.7% |
| 6M | +153.8% | +7.5% | +146.4% | +128.4% |
| YTD | +177.0% | -8.2% | +185.2% | +189.7% |
| 1Y | +252.3% | -9.3% | +261.7% | +270.5% |
| 3Y | +325.5% | +48.5% | +277.1% | +152.1% |
| 5Y | +290.9% | +16.0% | +274.9% | +243.2% |
| All | +290.9% | +15.9% | +275.0% | +243.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling