+954.7%
SEI vs SSNC
+19.2%
+935.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +4.5% |
| 7D | +22.6% | -4.0% | +26.6% | +24.0% |
| 30D | +9.1% | +0.5% | +8.6% | +8.3% |
| 3M | -11.3% | +18.9% | -30.3% | -18.9% |
| 6M | +22.0% | +10.8% | +11.2% | +14.9% |
| YTD | +47.3% | -7.1% | +54.4% | +52.3% |
| 1Y | +124.8% | -9.6% | +134.4% | +135.6% |
| 3Y | +591.3% | +51.1% | +540.2% | +470.7% |
| All | +954.7% | +19.2% | +935.5% | +719.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling