+17.3%
MUB vs SSNC
+173.6%
-156.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.4% |
| 7D | -0.8% | -4.0% | +3.2% | -0.7% |
| 30D | -2.4% | +0.5% | -2.9% | -2.4% |
| 3M | -2.8% | +18.9% | -21.8% | -3.6% |
| 6M | -2.2% | +10.8% | -13.1% | -2.7% |
| YTD | -1.6% | -7.1% | +5.5% | -1.4% |
| 1Y | 0.0% | -9.6% | +9.7% | +0.3% |
| 3Y | +7.9% | +51.1% | -43.2% | +5.6% |
| 5Y | +1.2% | +19.7% | -18.4% | -0.3% |
| All | +17.3% | +173.6% | -156.3% | +10.7% |
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