+719.8%
MU vs SSNC
-3.0%
+722.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +5.4% |
| 7D | +9.0% | +0.6% | +8.3% | +9.4% |
| 30D | +13.8% | +6.0% | +7.8% | +17.9% |
| 3M | +2.1% | +21.0% | -18.9% | +18.7% |
| 6M | +153.8% | +12.1% | +141.7% | +200.2% |
| YTD | +256.4% | -3.2% | +259.6% | +330.1% |
| 1Y | +719.8% | -4.4% | +724.1% | +983.0% |
| All | +719.8% | -3.0% | +722.7% | +983.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling