+303.5%
MXL vs SSNC
-3.0%
+306.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +4.2% |
| 7D | +1.6% | +0.6% | +1.0% | +2.4% |
| 30D | -7.0% | +6.0% | -13.0% | 0.0% |
| 3M | -33.4% | +21.0% | -54.4% | -8.6% |
| 6M | +260.2% | +12.1% | +248.1% | +412.0% |
| YTD | +260.0% | -3.2% | +263.2% | +435.9% |
| 1Y | +303.5% | -4.4% | +307.8% | +567.3% |
| All | +303.5% | -3.0% | +306.5% | +567.3% |
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