-72.7%
MTCH vs SSNC
+19.2%
-92.0%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | 0.0% |
| 7D | +1.3% | -4.0% | +5.3% | +4.5% |
| 30D | +15.9% | +0.5% | +15.4% | +15.2% |
| 3M | +23.3% | +18.9% | +4.3% | +6.8% |
| 6M | +40.1% | +10.8% | +29.3% | +27.8% |
| YTD | +33.6% | -7.1% | +40.7% | +40.7% |
| 1Y | +14.1% | -9.6% | +23.7% | +22.4% |
| 3Y | +1.4% | +51.1% | -49.6% | -35.3% |
| All | -72.7% | +19.2% | -92.0% | -78.0% |
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