+62.0%
SLV vs SSNC
-3.0%
+65.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.3% |
| 7D | -0.3% | +0.6% | -1.0% | -0.3% |
| 30D | +6.7% | +6.0% | +0.6% | +7.4% |
| 3M | -10.7% | +21.0% | -31.7% | -8.8% |
| 6M | -20.6% | +12.1% | -32.7% | -19.6% |
| YTD | -7.1% | -3.2% | -3.9% | -8.0% |
| 1Y | +62.0% | -4.4% | +66.3% | +64.3% |
| All | +62.0% | -3.0% | +65.0% | +64.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling