+597.0%
MTCH vs SSNC
+1,021.3%
-424.3%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.4% |
| 7D | -2.4% | -3.9% | +1.5% | -0.5% |
| 30D | +12.8% | -0.2% | +13.0% | +12.8% |
| 3M | +20.0% | +15.9% | +4.0% | +11.1% |
| 6M | +34.7% | +7.5% | +27.3% | +29.2% |
| YTD | +30.6% | -8.2% | +38.8% | +35.3% |
| 1Y | +10.9% | -9.3% | +20.3% | +15.4% |
| 3Y | -2.0% | +48.5% | -50.5% | -20.3% |
| 5Y | -72.6% | +16.0% | -88.6% | -74.9% |
| 10Y | +197.9% | +169.2% | +28.7% | +100.7% |
| All | +597.0% | +1,021.3% | -424.3% | +212.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling