+12.9%
SHW vs SSNC
+15.9%
-3.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -1.0% |
| 7D | -3.2% | -3.9% | +0.7% | -1.4% |
| 30D | -11.4% | -0.2% | -11.2% | -11.4% |
| 3M | +3.5% | +15.9% | -12.4% | -3.9% |
| 6M | -3.4% | +7.5% | -10.8% | -7.1% |
| YTD | -0.3% | -8.2% | +7.9% | +3.1% |
| 1Y | -10.4% | -9.3% | -1.1% | -6.8% |
| 3Y | +21.3% | +48.5% | -27.1% | -5.3% |
| 5Y | +12.9% | +16.0% | -3.2% | -3.5% |
| All | +12.9% | +15.9% | -3.1% | -3.5% |
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 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