+213.2%
RSP vs SSNC
+174.0%
+39.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.6% |
| 7D | +0.7% | -2.5% | +3.3% | +1.9% |
| 30D | +3.7% | -2.7% | +6.4% | +4.7% |
| 3M | +0.7% | -0.8% | +1.5% | +0.7% |
| 6M | +9.0% | +15.5% | -6.5% | +1.2% |
| YTD | +16.7% | -8.8% | +25.5% | +19.6% |
| 1Y | +19.0% | -5.8% | +24.8% | +20.0% |
| 3Y | +64.7% | +55.7% | +9.0% | +30.2% |
| 5Y | +49.6% | +6.7% | +42.9% | +38.2% |
| 10Y | +213.2% | +184.0% | +29.1% | +111.1% |
| All | +213.2% | +174.0% | +39.2% | +111.1% |
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