+271.5%
RMD vs SSNC
+173.6%
+97.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.3% |
| 7D | -4.4% | -4.0% | -0.4% | -2.9% |
| 30D | -3.1% | +0.5% | -3.7% | -3.3% |
| 3M | +13.8% | +18.9% | -5.1% | +6.3% |
| 6M | -8.6% | +10.8% | -19.4% | -12.5% |
| YTD | -8.6% | -7.1% | -1.5% | -6.8% |
| 1Y | -19.7% | -9.6% | -10.1% | -17.3% |
| 3Y | +48.4% | +51.1% | -2.7% | +23.0% |
| 5Y | -22.7% | +19.7% | -42.4% | -30.7% |
| All | +271.5% | +173.6% | +97.9% | +151.1% |
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