+686.9%
SEI vs SSNC
+140.3%
+546.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +4.3% |
| 7D | +22.6% | -4.0% | +26.6% | +24.5% |
| 30D | +9.1% | +0.5% | +8.6% | +8.2% |
| 3M | -11.3% | +18.9% | -30.3% | -20.5% |
| 6M | +22.0% | +10.8% | +11.2% | +12.4% |
| YTD | +47.3% | -7.1% | +54.4% | +47.9% |
| 1Y | +124.8% | -9.6% | +134.4% | +128.4% |
| 3Y | +591.3% | +51.1% | +540.2% | +446.4% |
| 5Y | +1,008.2% | +19.7% | +988.6% | +854.0% |
| All | +686.9% | +140.3% | +546.7% | +391.6% |
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