+1,449.6%
NET vs SSNC
+74.1%
+1,375.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -1.0% |
| 7D | -7.0% | +0.6% | -7.6% | -7.4% |
| 30D | -4.8% | +6.0% | -10.8% | -9.1% |
| 3M | +3.8% | +21.0% | -17.1% | -12.3% |
| 6M | +50.0% | +12.1% | +38.0% | +35.7% |
| YTD | +41.5% | -3.2% | +44.7% | +43.8% |
| 1Y | +32.8% | -4.4% | +37.2% | +35.5% |
| 3Y | +335.9% | +51.6% | +284.3% | +207.5% |
| 5Y | +113.8% | +21.1% | +92.7% | +79.9% |
| All | +1,449.6% | +74.1% | +1,375.5% | +1,042.5% |
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