+109.7%
SEI vs SSNC
-3.0%
+112.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.2% | +4.6% | +2.9% |
| 7D | +10.2% | +0.6% | +9.6% | +10.5% |
| 30D | -1.0% | +6.0% | -7.1% | +1.9% |
| 3M | -27.9% | +21.0% | -48.9% | -18.6% |
| 6M | +10.4% | +12.1% | -1.7% | +26.8% |
| YTD | +20.1% | -3.2% | +23.4% | +39.3% |
| 1Y | +109.7% | -4.4% | +114.1% | +148.9% |
| All | +109.7% | -3.0% | +112.7% | +148.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling