+579.5%
SIMO vs SSNC
+162.7%
+416.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +2.6% |
| 7D | +14.5% | -3.9% | +18.4% | +15.8% |
| 30D | +20.4% | -0.2% | +20.6% | +20.1% |
| 3M | +7.1% | +15.9% | -8.8% | -0.3% |
| 6M | +129.2% | +7.5% | +121.8% | +118.5% |
| YTD | +201.9% | -8.2% | +210.2% | +205.2% |
| 1Y | +235.5% | -9.3% | +244.8% | +240.5% |
| 3Y | +463.8% | +48.5% | +415.4% | +361.1% |
| 5Y | +306.7% | +16.0% | +290.7% | +263.8% |
| 10Y | +579.5% | +169.2% | +410.3% | +325.3% |
| All | +579.5% | +162.7% | +416.8% | +325.3% |
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