+1,381.0%
NET vs SSNC
+65.6%
+1,315.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -1.0% | -1.3% |
| 7D | -16.4% | -1.1% | -15.2% | -15.7% |
| 30D | -25.8% | +0.6% | -26.5% | -27.3% |
| 3M | -11.5% | -1.5% | -10.1% | -12.0% |
| 6M | +18.9% | +15.8% | +3.1% | +2.7% |
| YTD | +35.2% | -8.0% | +43.2% | +40.5% |
| 1Y | +14.5% | -5.8% | +20.3% | +16.6% |
| 3Y | +313.8% | +58.2% | +255.7% | +176.4% |
| 5Y | +32.6% | +9.5% | +23.1% | +16.2% |
| All | +1,381.0% | +65.6% | +1,315.4% | +1,016.5% |
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