+280.0%
RTX vs SSNC
+169.0%
+111.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | -2.0% | -6.7% | +4.8% | +1.1% |
| 30D | -11.2% | -0.8% | -10.4% | -11.0% |
| 3M | +12.0% | +16.1% | -4.0% | +4.0% |
| 6M | -3.6% | +7.9% | -11.5% | -7.8% |
| YTD | +9.2% | -8.7% | +17.9% | +12.1% |
| 1Y | +29.7% | -9.5% | +39.2% | +33.4% |
| 3Y | +152.0% | +47.7% | +104.3% | +99.3% |
| 5Y | +165.8% | +17.6% | +148.1% | +130.1% |
| All | +280.0% | +169.0% | +111.1% | +146.7% |
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