+275.2%
SGI vs SSNC
+162.7%
+112.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -0.9% |
| 7D | +0.6% | -3.9% | +4.5% | +3.6% |
| 30D | +5.5% | -0.2% | +5.7% | +5.6% |
| 3M | -3.6% | +15.9% | -19.5% | -14.9% |
| 6M | -15.0% | +7.5% | -22.5% | -20.8% |
| YTD | -23.0% | -8.2% | -14.8% | -19.8% |
| 1Y | -18.4% | -9.3% | -9.1% | -14.6% |
| 3Y | +57.8% | +48.5% | +9.3% | +9.3% |
| 5Y | +51.5% | +16.0% | +35.4% | +26.9% |
| 10Y | +275.2% | +169.2% | +106.0% | +105.5% |
| All | +275.2% | +162.7% | +112.5% | +105.5% |
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