+364.9%
MXL vs SSNC
-8.1%
+373.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.7% | +5.8% | +9.5% |
| 7D | +18.9% | -4.0% | +22.9% | +13.4% |
| 30D | +0.3% | +0.5% | -0.2% | +1.5% |
| 3M | -8.0% | +18.9% | -27.0% | +22.2% |
| 6M | +341.2% | +10.8% | +330.4% | +494.7% |
| YTD | +327.8% | -7.1% | +335.0% | +508.1% |
| 1Y | +364.9% | -9.6% | +374.5% | +646.3% |
| All | +364.9% | -8.1% | +373.0% | +646.3% |
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